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Our financial advice team


Kirk Trussell

Kirk Trussell

CFP®, MBA, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Trussell and Associates
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Interests

  • Golfing - Golf Channel Amateur Tour Kiawah Island 2015 Gold Champion
  • Traveling
  • Biking
  • Spending time with Family

Awards & recognition

  • Ameriprise Circle of Success, 1999, 2002 - 2020

Qualifications

  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)

Education

  • Louisiana State University, BS, Electrical Engineering
  • Vanderbilt University, MBA, Finance, 1993
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