Lois Russell

 

CERTIFIED FINANCIAL PLANNER™

Lois Russell earned her Bachelor of Business Administration from Texas Tech University.  In 2003 she joined forces with Clayton Tuggle to form Tuggle & Russell, LLC–an independent Registered Investment Advisor.  

She is an accomplished speaker and is frequently invited to make presentations on financial matters for various organizations.  She has also been a guest on the radio show, “The Mature Living Choices Program” (KAAM), in the Dallas area.

Mrs. Russell, a CERTIFIED FINANCIAL PLANNER™, also has an insurance background which adds another dimension to understanding a client’s financial situation.   She is a member of the Financial Planners Association.

Lois is twice past-president of the Richardson, Texas chapter of the American Business Women’s Association (ABWA), and was her chapter’s 2001-2002 ABWA Woman of the Year.  Lois is also a proud member of the 5-time International Champion Rich-Tone Chorus from Richardson, Texas.   She is also an alumna of Leadership Richardson, Class XXIV.

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Client Services

* Fee-Based Asset Management
* Financial Counseling
* Financial Planning
* Plan Implementation
* Organizing Financial Records
* Independent Financial Reviews
* Community Workshops

For more information, click the Services tab at the top of the page.

Contact Us!

3939 Beltline Road
Suite 215
Addison, TX 75001
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Clayton Tuggle, CPA, CFP®
Phone: 972-788-4703
E-mail: wct@tugglerussell.com
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Lois Russell, CFP®
Phone: 972-759-0203
E-mail: zlr@tugglerussell.com

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Fax: 972-788-2837