David W. Russell

CFP®, CSA

Vice President, Wealth Advisor
Argent Trust

https://argentfinancial.com/people/david-w-russell-cfp-csa/

David is a vice president and trust officer with Argent Trust, a $30 Billion independent trust company with 33 offices in 12 southern states. 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 (CFP®) 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 2009, he became the financial caregiver for his own parents and learned from that experience that he had not been preparing his clients and their families for advanced age. 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. He is the founder and creator of wealthandhonor.com, an educational website designed to provide education, coaching, and support to families everywhere who are working through the financial and emotional challenges of age transitions.

David is a full-fledged member of the Sandwich Generation as a parent of four grown children, a grandparent, adult child, adult son-in-law, and father-in-law; sometimes stumbling through the roles of each, learning with each misstep and hopefully passing on something in the process. He and his wife Susan have been married for 40 years and live on the Cumberland Plateau near Chattanooga, Tennessee.

Session Information

Title: People, Property, Programs, and Plans - The Four P's of Financial Caregiving
Day: Thursday, August 24, 2023
Time: 4:30 pm