Rusty Bacon
I love helping Founders, Executives and Small Business Owners develop a comprehensive strategic financial plan by simplifying the... | Austin, Texas, United States
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Rusty Bacon’s Emails ru****@ra****.com
Rusty Bacon’s Phone Numbers No phone number available.
Social Media
Rusty Bacon’s Location Austin, Texas, United States
Rusty Bacon’s Expertise I love helping Founders, Executives and Small Business Owners develop a comprehensive strategic financial plan by simplifying the financial puzzle of taxes, trust planning, investments, philanthropy and preparing for your kid's college. I have more than 20 years of investment and capital markets experience, including public equity research, alternative investments, and comprehensive wealth management. Our team takes a holistic, customized approach to advising clients on all aspects of their financial picture incorporating their investment portfolios, taxes (income and estate), and family-specific dynamics. The result is clarity and confidence in their financial future with a customized, integrated, and measurable plan to get there. My joy comes from helping our clients discover, design, and execute a wealth management plan centered around their most important life goals and aspirations. Feel free to reach out if you would like to learn more or simply have a question: 415-595-5384 [email protected]
Rusty Bacon’s Current Industry Paraclete Wealth Partners
Rusty
Bacon’s Prior Industry
Thomas Weisel Partners
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Credit Suisse First Boston
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Security National Property Servicing
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Security National Servicing
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Trinity Property
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Jp Morgan Private Wealth Management
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Morgan Stanley
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Paraclete Wealth Partners
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Work Experience
Paraclete Wealth Partners
Partner & Financial Advisor
Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Morgan Stanley
Vice President, Financial Advisor
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Jp Morgan Private Wealth Management
Vice President
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Trinity Property
Principal
Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Security National Servicing
SVP Finance
Thu May 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Security National Property Servicing
Senior Vice President
Wed May 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse First Boston
Research Associate
Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Thomas Weisel Partners
Research Associate
Sat May 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Rusty Bacon Email Addresses
FAQ About Rusty Bacon
-
Rusty Bacon is located at
Austin, Texas, United States -
Rusty Bacon is a
I love helping Founders, Executives and Small Business Owners develop a comprehensive strategic financial plan by simplifying the financial puzzle of taxes, trust planning, investments, philanthropy and preparing for your kid's college. I have more than 20 years of investment and capital markets experience, including public equity research, alternative investments, and comprehensive wealth management. Our team takes a holistic, customized approach to advising clients on all aspects of their financial picture incorporating their investment portfolios, taxes (income and estate), and family-specific dynamics. The result is clarity and confidence in their financial future with a customized, integrated, and measurable plan to get there. My joy comes from helping our clients discover, design, and execute a wealth management plan centered around their most important life goals and aspirations. Feel free to reach out if you would like to learn more or simply have a question: 415-595-5384 [email protected] Paraclete Wealth Partners -
Rusty Bacon currently works in the
Paraclete Wealth Partners -
Rusty Bacon specializes in
I love helping Founders, Executives and Small Business Owners develop a comprehensive strategic financial plan by simplifying the financial puzzle of taxes, trust planning, investments, philanthropy and preparing for your kid's college. I have more than 20 years of investment and capital markets experience, including public equity research, alternative investments, and comprehensive wealth management. Our team takes a holistic, customized approach to advising clients on all aspects of their financial picture incorporating their investment portfolios, taxes (income and estate), and family-specific dynamics. The result is clarity and confidence in their financial future with a customized, integrated, and measurable plan to get there. My joy comes from helping our clients discover, design, and execute a wealth management plan centered around their most important life goals and aspirations. Feel free to reach out if you would like to learn more or simply have a question: 415-595-5384 [email protected] -
Rusty Bacon speaks the following languages:
No languages available. -
Rusty Bacon has prior experience in the following industries:
Morgan Stanley , Jp Morgan Private Wealth Management , Trinity Property , Security National Servicing , Security National Property Servicing , Credit Suisse First Boston , Thomas Weisel Partners -
Rusty Bacon has the following professional experience:
Paraclete Wealth Partners , Morgan Stanley , Jp Morgan Private Wealth Management , Trinity Property , Security National Servicing , Security National Property Servicing , Credit Suisse First Boston , Thomas Weisel Partners . -
You can view Rusty Bacon’s
LinkedIn profile at LinkedIn URL. -
Rusty Bacon’s work email addresses are
[email protected] . -
Rusty Bacon works at
Paraclete Wealth Partners
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