David Russell Email & Phone Number

Experienced financial planning veteran helping families navigate the challenges of financial life transitions through fiduciary wealth management and trustee services as a vice-president of Argent Trust. - Whether the need is portfolio management or estate planning, I utilize an Integrative Financial Planning approach for each client. - I focus on the financial life transitions that impact an individual's or family's financial plans. - Guide families through the difficult conversations around the loss of independence. - Address the intentional financial planning issues that occur between retirement and death.To assist families and professionals dealing with the financial issues of aging, I launched Wealth and Honor (www.wealthandhonor.com) - as an educational and community platform and have published a book on financial caregiving to educate adult children on the financial issues of caring for aging parents. Most recently, I have created a complete online course for caregivers that prepares the adult child for the role of financial caregiver or fiduciary over their parents' financial life. The course is currently available at http://www.financialcaregiveracademy.comSpecialties: Elder financial caregiving, financial planning (as a verb), branding and marketing.

Listed skills include Estate Planning, Investments, Strategic Planning, Fundraising, and 20 others.