William Rust, CFP®
Utica,NY
Summary
Experienced and results-driven Financial Advisor with a proven track record of building and maintaining relationships with high-net-worth individuals, families and organizations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Morgan Stanley
Utica
11.2022 - Current
- Team member of the Scharf DeSarro Group
- We currently work with 1,000+ families globally and manage ~1 billion in assets
Lead Advisor
Strategic Financial Services
Utica
11.2017 - 11.2022
- Formulate, implement, and coordinate advice for clients on Strategic’s next generation wealth management platform
- Work with 400+ clients of all ages and demographics
- Full service financial planning
Regional Sales Specialist
Pioneer Investments
Boston, MA
10.2013 - 11.2017
- Conducted several telephone based sales presentations on a daily basis to generate sales
- Worked within assigned territory assisting an external wholesaler in retaining and growing financial advisor relationships
- Advise and consult with financial advisors to provide value-added strategies to increase their business
- Develop new prospects and maintain existing relationships in order to increase sales in the territory
Education
Bachelor of Science - Management with Concentration in Financial Planning
St. John Fisher College
Skills
- Pipeline Management
- Planning for retirement
- Advising on investments
- Stock market expertise
- Developing financial plans
- Debt management
- Estate Planning
Certification
- Certified Financial Planner (CFP)
- Series 7
- Series 66
Timeline
Financial Advisor
Morgan Stanley
11.2022 - Current
Lead Advisor
Strategic Financial Services
11.2017 - 11.2022
Regional Sales Specialist
Pioneer Investments
10.2013 - 11.2017
Bachelor of Science - Management with Concentration in Financial Planning
St. John Fisher College
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