Russell Mansfield, CFP®, RICP®

Senior Vice President - Branch Director, Consulting Group

704-264-2753 | Email |

Qualifications:

I became a registered representative in 1987 and have been in the financial services industry for 30 years. After completing the extensive curriculum required, I achieved the Certified Financial Plannerâ„¢ and the Retirement Income Certified Professionalâ„¢ certifications. Each year, I attend continuing education classes to remain certified. I graduated with a Bachelor of Science degree in mathematics with a computer science minor from Wake Forest University in 1985. 

Community Involvement:

I was a member of the Sigma Phi Epsilon Fraternity and was Interfraternity Council President. I enjoy giving back to my community and have taught financial classes at my church and in the community. I also have written articles for The Matthews Record magazine. I currently serve on boards of the Counseling Center of Charlotte and East Mecklenburg High School Foundation. 

Personal:

I grew up in Charlotte, NC where I graduated from East Mecklenburg High School. My wife, Missie, and I are active members of Providence Baptist Church in Charlotte. We have two daughters, Anna and Sarah. I have coached youth sports for 30 years.


Katharine Osborne, ChFC

Branch Service Manager, Senior Registered Client Associate

 

Qualifications: 

Katharine graduated from the University of North Carolina at Charlotte in 2004 with a degree in International Business. She began her career in the financial industry in 2004, and started with RBC Wealth Management in 2009. Katharine provides clients with account and product information, as well as executes unsolicited equity orders. She delivers top notch client service in a timely manner and performs all administrative functions for the team. Katharine holds the Series 6, 7, 63, and 66 licenses, as well as Life and Health Insurance licenses. She also recently obtained the Chartered Financial Consultant designation. 

 

Personal:

Katharine is a native of Charlotte. She lives with her husband, Kreg and two daughters, Savannah and Emma.