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David W. Russell, CFP®

Pinnacle Trust Company, Inc.

101 Port St
Ste 200
Madison, MS 39110
Phone: (601) 957-0323
Fax: (601) 957-3801

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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

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.