Rusty co-founded the Whitfield Bacon Wealth Partners, an affiliate of Crux Wealth Advisors, in 2022 as a Senior Wealth Management Advisor, RJFS at our Austin, TX office. He brings extensive experience to our team, with over two decades in the financial services industry. Before joining our team, Rusty served as the Vice President of the Whitfield Group at Morgan Stanley in Austin. He was responsible for delivering comprehensive wealth management solutions to entrepreneurs, executives, and closely-held businesses owners.
Rusty has a diverse background in the industry, including experience with equity research, finance, capital markets, and alternative asset investments. His straightforward approach is driven by his desire to be a reliable and genuine resource to his clients. He works closely with private companies to help them navigate the opportunities and challenges at each stage of growth by leveraging the experience and knowledge of the team. Rusty also served as a Vice President with J.P. Morgan Private Wealth Management in Palo Alto, CA. He was also the Managing Principal at Trinity Property Group, which invested in value-added commercial real estate in the Southeast and Midwest. He was responsible for investment analysis, debt and equity financing, and asset management. In a similar capacity, Rusty was SVP at Security National Servicing Corporation (SNSC) from 2002-2006, where he held positions in both the Commercial Real Estate and Finance arms of the company.
Before SNSC, Rusty was a Research Analyst covering the Technology Sector with Thomas Weisel Partners and CS First Boston. He received his Bachelor of Science from Vanderbilt University and attended The Cate School.
I live in Austin with my wife, Paige, and two daughters, Caroline and Camille. In my free time, I enjoy spending time with my family, giving back to our community through various volunteer opportunities, traveling, attending our church, and getting out on the golf course any chance I get. I am also part of the leadership team with the Austin chapter of the New Canaan Society, a group of marketplace Christian men.