Team oriented and self-motivated financial professional with a knack for building lasting relationships. Enjoys presenting to large crowds, spending time in the Adirondacks and cheering for the Buffalo Bills on Sundays.
Rust is responsible for formulating, implementing, and coordinating advice for clients on Strategic’s next generation wealth management platform, Strategic SKY.
Bill brings over 5 years of industry experience to his role at Strategic. Prior to relocating back home and joining the firm, he held roles at Amundi Pioneer Asset Management and Edward Jones Investments in Boston MA. While at Edward Jones, Bill 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 launched Bill’s career as a Financial Advisor.
- BS in Management with Concentration in Financial Planning and Minor in Corporate Finance, St. John Fisher College
- Series 7, 63 and 66 securities licenses
Areas of Specialty
Client Relationship Management
Client Service & Advisor Support
Financial & Estate Planning
Beneath the Surface
Claim to Fame
Has never been late for anything.
Spending time with my family, everything sports, and summer days in the Adirondacks.
Born and raised in Central New York. Two younger sisters and too many relatives in the area to count.
It’s not whether you get knocked down, it’s whether you get up.Vince Lombardi