David T. Russo

David T. Russo is a founding principal of Royal Palm Financial and brings more than 25 years of experience helping individuals, businesses, foundations, and retirement plans navigate their financial futures with confidence.

Before launching Royal Palm Financial, David served as Senior Vice President of Sales at Oppenheimer & Co. Inc., where he led retirement and investment strategies for over eight years. He has extensive expertise in qualified retirement plans, including plan design, investment selection, employee education, and client service—always with a focus on building long-term relationships and delivering dependable support.

David believes that successful financial planning starts with clarity and purpose. He leverages goal-based simulations to help clients define their objectives and works closely with Royal Palm’s Investment Committee to recommend thoughtful, personalized asset allocations. As President of the firm’s Asset Allocation Committee, he remains committed to guiding strategies that protect and grow client wealth in alignment with their goals.

A graduate of Florida Atlantic University with a degree in Finance, David holds the Series 7 and Series 66 licenses and is licensed in life, health, and annuity insurance across multiple states. He is also a chartered member of the Financial Services Institute.

David lives in Coral Springs, Florida with his wife, Lory, and their two daughters, Amanda and Kristen. He is deeply rooted in his community and has served on boards supporting nonprofit, healthcare, and educational initiatives.