Story Wealth Management Group

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President - Certified Senior Advisor

Our Purpose: "To guide our clients in making the right decisions for their future. We will accomplish this through education, communication and service which exceeds our clients' expectations."

"To be viewed as the BEST in the minds of our clients at helping our clients work toward financial security."
"A wonderful place where you can plan your future."

"A community where your future takes first priority. A place where people care about your dreams, goals, and extended family."
Goal of Our Team:

Our primary aim is to help seniors achieve their personal and financial goals. We help you answer the two questions on everyones mind:

Our process will help you reach your personal financial goals. Our team can provide comprehensive financial planning and investment management for you and your family for generations.

Weve spent years working with seniors.
You still might harbor lingering doubts about your future. You continue to wonder whether your money will comfortably last through your retirement. You feel overwhelmed by all of the conflicting information you get from the financial industry and the media. You are skeptical of the brokerage and banking industries and wonder if you have been truly informed of all the strategies and opportunities available to you. Your taxes go up every year, and you feel powerless to do anything about it. You worry about health care costs and wonder what will happen to your family if you fall ill. Thats why we focus on seniors and financial issues covering seniors.

Better Business Bureau
Society of Certified Senior Advisors
Academy of Financial Services

Member of AARP
National/Registry of Financial Service Rep.
GA Chamber of Commerce

Douglas First Baptist Church
Mr. Story has lectured at The University of Georgia on issues of retirement planning and financial issues concerning seniors. He has taught investment classes at South Georgia College. Mr. Story writes a weekly column in two newspapers and has been featured on numerous radio talk shows concerning money and financial concerns related to seniors.

Russ Story, CSA, RFC Honors and Recognition

1996 E.J. Partners Award
1997 1998 - E.J. Jack Phelan Award

1997-1998 Lord Abbett Exceptional Ability
1998 1999 President, Douglas Lions Club
1998 Economic Restructuring Small Business Award

1999 Order of Golden Chain (Lions Club)
2000 - Raymond James Executive Council
2001 Heritage President Council
2001 2002 Finance Committee Chairmen First Baptist Church Douglas Ga.
2002 Alliance Masters Forum Plat. Club Producer Hartford Leadership Council
2002 National Registry of Whos Who for executive and professors.
2003 - Kite & Key Club

Securities are offered through Cantella & Co. Inc, Member FINRA/SIPC. Accounts carried by Pershing LLC, a BNY Securities Group Co., and subsidiary of the Bank of New York Company, Inc.
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