Todd L. Rust
Managing Director-Investments, Financial Advisor at Wells Fargo Advisors
- Role
- Managing Director - Investments at Wells Fargo Advisors
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Todd L. Rust
I am a Financial Advisor with Wells Fargo Advisors. I have worked in the Financial Services and Banking Industry for over 42 years. I have had my Series 7, 63 and 65 securities registrations since 1994. I have also worked in the Personal Trust, Private Banking and Commercial Banking areas before moving to Durham, North Carolina in the Fall of 2006. I work from offices located in Raleigh, and Chapel Hill, North Carolina.Our goal for our clients is simple. We strive to help them develop a workable and sustainable investment strategy that will serve to provide for their financial needs and goals over time within the context of their risk tolerance and investment time horizon. We will craft a customized investment plan to help them create, grow, and generate income strategies for their financial future. I also work closely with our clients and their key advisors to craft a customized and comprehensive investment plan, then actively review it with them on a regular basis.Concentration: Crafting investment portfolios and income solutions and strategies through the use of the Wells Fargo Advisors Envision® and e-Money® Planning processes.This information is intended for use by residents of CA, CO, FL, GA, IL, IN, KY, MD, ME, MO, NC, NV, NY, PA, SC, TN, TX, and VA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Managing Director - Investments
Aug 2006 — Present · Raleigh, NC, US
Education
LaSalle University in St. Louis
Masters, Public Relations
1987 — 1989
American Bankers Association - Stonier Graduate School of Banking
Graduate of their Bank Management Program, Commercial Banking
1999 — 2002
Illinois Wesleyan University
BS, Finance & Insurance
1978 — 1983
Cannon School of Personal Trust/Private Banking/Investments
Numerous, Personal Trust; Private Banking; Investments
1998 — 2002
Skills
- Business-Succession Planning
- Public Speaking
- Financial Advisory
- Business Owner Planning
- Investment Strategies
- Multi-Generational Wealth Planning
- Retirement Planning
- Risk Management
- Retirement Plan Consulting
- 401k Rollovers
- Investments
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