Rusty helps high-net-worth individuals, families, business owners, executives and corporations craft well-designed financial plans for pursuing their individual objectives and addressing their financial priorities.
He is dedicated to always putting his clients and their needs first and enjoys helping them plan for their envisioned future. He applies his excellent listening skills to thoroughly understand each client’s goals in order to truly personalize their financial plan.
He is driven to make his clients’ financial lives less complicated, helping to remove the burden of managing their financial affairs on their own, so they can go about their daily lives focusing on what they really want to be doing.
Rusty has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Before moving his team to Raymond James in 2019, Rusty worked at Merrill Lynch for more than 28 years as managing director, resident director and financial advisor in their Allentown and Bethlehem offices. He earned a bachelor’s degree in financial management from Clemson University, where he was a three-year letterman on the football team.
Active in the community, Rusty serves as board chair of the Boys & Girls Clubs of Allentown and as a board member of St. Michael the Archangel School. In the past, he served as board chair of The First Tee of Lehigh Valley and as a volunteer football coach with Allentown Central Catholic High School.
Rusty is originally from Savannah, Georgia, and today lives in Bethlehem, Pennsylvania, with his wife, Stacy, and their children, Rustin, Madison and Grace. In his free time, Rusty enjoys golfing, traveling and is an avid college football fan.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
