Russell Samples

Founding Partner

Historical Relationship Tenure: 9 years

Years of Experience: 28 years

Educational Background

  • University of Texas, BA, Business Administration with Honors

Designations/Certifications/Classes

  • Certified Trust and Financial Advisor, American Bankers Association/Institute of Certified Bankers (CTFA®)
  • Graduate of the Texas School of Trust Banking
  • Graduate of Cannon Trust School I, II and III
  • Graduate of the Darla Moore School of Business, University of South Carolina, Graduate School of Bank Investments and Financial Management

Other Notable Information

  • Russell’s area of specialty is in managing wealth and financial planning for high-net-worth individuals, families and foundations
  • Niche in working with business owners and succession planning
  • Trust and estate planning expertise
  • Tax planning and management expertise
  • Budgeting and bill payment expertise