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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.

Ridgeland

1063 Highland Colony Pkwy, Ridgeland, MS 39157

(601) 707-0008

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.

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Wealth Management

Wealth Management

Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Monthly Market Update- Investment Commentary

Monthly Market Update- Investment Commentary

September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....

The Morning View: September 9, 2021

The Morning View: September 9, 2021

In this morning’s data, Initial Jobless Claims were 310,000 for the week ending September 4th, a larger drop than expected and is the lowest since March 2020 at the start of the pandemic. Continuing Claims were 2,783,000 for the week ending August 28th, which was...

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