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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

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

(601) 707-0008

1020 Highland Colony Pkwy #603, Ridgeland, MS 39157

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth 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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Latest News & Resources

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The Corporate Transparency Act is Coming

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The Corporate Transparency Act (“CTA”) went into effect on January 1, 2024, for newly formed companies and imposes strict reporting requirements that many other companies must meet by year-end. Basically, the CTA requires that all affected companies report the...

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