Stephen M. Russell
SVP, Private Wealth Management Leader @Regions Bank
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WORK HISTORY
SVP, Private Wealth Management Leader @Regions Bank
Nashville, TN, US
EDUCATION
University of Florida - Fredric G. Levin College of Law
Master of Laws - LLM, Tax Law/Taxation
ABA Stonier Graduate School of Banking
Graduate Banking School Certificate
University of Memphis
Doctor of Law (JD)
University of Memphis
Master of Business Administration (MBA)
Lindsey Wilson University
Bachelor's degree
The Wharton School
Executive Leadership Certificate
ABOUT STEPHEN M. RUSSELL
Stephen Russell is a Wealth Executive at Regions Bank with extensive experience in building and leading high-performing teams in fiduciary services and private banking. A licensed attorney in the state of Tennessee, Stephen brings a multidisciplinary approach to wealth management, combining legal, tax, and financial expertise to serve high-net-worth clients with complex needs.Stephen holds an Executive Leadership Certificate and a Stonier Graduate School of Banking Certificate from The Wharton School at the University of Pennsylvania. He earned his JD and MBA from the University of Memphis and his Master of Laws (LLM) in Taxation from the University of Florida – Levin College of Law.He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and a Certified Financial Planner (CFP®). Stephen is also an active member of the Society of Trust and Estate Practitioners (STEP), with a focus on international estate planning.Licenses & Certifications:Tennessee Law LicenseCertified Public Accountant License (CPA)Certified Financial Planner® Certification (CFP®)Personal Financial Specialist Designation (PFS) Trust and Estate Practitioner (TEP) Certified Trust and Fiduciary Advisor Certification (CTFA)- InactiveCertified Retirement Counselor® Certification (CRC®)- inactiveFINRA 7,63,65 - lapsedArticles
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