[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Mississippi > Madison > David W. Russell, CFP®

David W. Russell, CFP®

Planner List SAVED PLANNERS (0)

Pinnacle Trust Company, Inc.

101 Port St

Ste 200

Madison, MS 39110

Phone: (601) 957-0323

Fax: (601) 957-3801

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Annuities
Charitable & Planned Giving
Asset Allocation
Career Change
Investment Management
Estate Planning
Employee Benefits
Insurance
Life Planning
Retirement
Startup
Succession Planning
Long-term Care
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Pinnacle Trust is Mississippi's only private trust company.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback