FOR IMMEDIATE RELEASE
Contact: Michael Leist
Strategic Financial Services, Inc. (“Strategic”) of Utica, New York, is pleased to announce that William Rust has joined the team as a Financial Consultant. Rust will be responsible for formulating, implementing, and coordinating advice for clients on Strategic’s next generation wealth management platform, Strategic SKY.
“Bill is great culture fit for the team and a value-added resource for our clients. We are thrilled that he decided to return home to Upstate NY and continue his exceptional career with Strategic,” said Strategic’s Principal and Senior Advisor, Alan R. Leist III, CFA.
Rust brings over 5 years of industry experience to his role at Strategic. Previously, he held roles at Amundi Pioneer Asset Management and Edward Jones Investments in Boston MA. While at Edward Jones, Rust completed their Financial Advisor Career Development Program (FACD). The intensive nine-month program included one-on-one training, mentoring and real-world, on-the-job experience that helped launch Rust’s career as a Financial Advisor.
He is a graduate of St. John Fisher College and holds a Bachelor of Science in Management with Concentration in Financial Planning and Minor in Corporate Finance.
About Strategic Financial Services, Inc.
Founded in 1979, Strategic Financial Services, Inc. is a leading investment and wealth management firm managing and advising on client assets over $1.2 billion. The Strategic team has been recognized by Barron’s magazine as one of the nation’s Top 100 Financial Advisors three times and as one of the nation’s Top 100 Independent Financial Advisors three times.
With headquarters in Utica, NY, the firm has additional offices in Syracuse, NY and West Palm Beach, FL.
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