As a Financial Planner, Rusty works with clients and his wealth management team, providing client education and results-oriented solutions that focus on simplifying their business and personal financial planning. His prior experience as a business owner, specializing in construction of custom homes and commercial projects, provides Rusty with an understanding of the needs of business owners, individuals and their families. He develops strategies to assist clients toward achieving their short and long term financial goals. Rusty received a Bachelor of Science in Finance with a concentration in Portfolio Management from the Cameron School of Business at The University of North Carolina at Wilmington. Rusty has received the CFP® designation, certified in Estate Planning, Retirement, Investments, Tax and Insurance by the Certified Financial Planning Board of Standards, Inc. He has Series 6, 63 and 65 Investment licenses. He also is licensed in Variable Life, Variable Annuity, Life, Medicare Supplement, Long-term Care and Disability. Rusty also serves as Director of "Good Sense Financial," a budget counseling workshop he provides in Wilmington.
Email Rusty at firstname.lastname@example.org