Russell Samples, CTFA®
Founding Partner, Managing Director
Russell Samples is a Founding Partner and Managing Director of the Private Wealth San Antonio office. With expertise in trust/estate planning, tax management/planning and budgeting/bill pay, he manages wealth and financial planning for high-net-worth individuals, families and foundations. He specializes in working with business owners and succession planning.
Russell was born and raised in Terrell, Texas, and still lives in the North Texas area. He and his wife of over 33 years have two daughters and six grandchildren. When he is not providing solutions to clients and prospects, Russell enjoys traveling the open waters, deep-sea fishing and firing up his grill for family cookouts. Additionally, he has fun adding to his collection of sports and entertainment memorabilia.
Historical Relationship Tenure:
Years of Experience:
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
Community Involvement
