Email

LinkedIn

David W. Russell, CFP®, CSA®

Vice President, Trust Officer

CERTIFIED FINANCIAL PLANNER™ professional
Certified Senior Advisor (CSA®)

David is a vice president and trust officer with our Ridgeland, MS office, serving the Jackson metropolitan market. He has been providing financial advice to individuals, families, and institutions since 1984.

At 24 years of age, David took an interest in the relatively new field of financial planning and later earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 1987 and his Certified Senior Advisor (CSA®) designation in 2017. He has spent the majority of his career helping families plan for their future, focusing on estate plan design, and trust management for high net worth families.

Throughout his thirty plus year career, David has counseled several hundred families, businesses, and individuals on how to achieve their financial and life goals. He is a frequent speaker and is well regarded for his ability to communicate complex issues into understandable language. In 2012, he authored his first book, What You Need to Know: The Adult Child’s Guide to Becoming an Effective Financial Caregiver and began to focus much of his career on helping families facing the financial issues of age transitions. This lead to the Certified Senior Advisor designation in 2017. The Certified Senior Advisor certification and education programs are developed through a rigorous practice analysis/research study involving hundreds of professionals who work with the older adults from the academic community, industry practitioners, regulators, business and non-governmental organizations. Dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), the CSA credential applies to professionals in all areas of the aging industry.

Prior to joining Argent in 2018, David was a senior vice-president of wealth management for a Mississippi Trust Company for 17 years.

1063 Highland Colony Pkwy, Ridgeland, MS 39157

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

READ MORE
Wealth Management

Wealth Management

Argent can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

READ MORE

Latest News & Resources

Insights

The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Interested in speaking with

one of our experts?