Financial Advisor

Senior Vice President - Investment Officer

Address: 200 Meadowmont Village Circle , Chapel Hill , NC 27517-7584
Phone: 919-969-4809  |  800-334-1637    Fax: 919-928-8090

My Background

My Associate(s): Debra Juliano, Client Associate

My Experience

  • 2006 - Present : Wells Fargo Advisors, Senior Vice President-Investment Officer
  • 2003 - 2006 : JJB Hilliard, WL Lyons, Inc, Sr. Financial Consultant
  • 1998 - 2003 : BB&T Personal Trust, Sr. VP, Regional Manager
  • 1995 - 1998 : Bank One Advisors, Sr. Financial Consultant
  • 1994 - 1995 : AG Edwards, Financial Consultant

My Education & Credentials

  • Bachelor of Science in Finance - Illinois Wesleyan U.
  • Stonier Graduate School of Banking - University of Delaware
  • graduate of numerous Cannon® Trust and Investment Schools
  • Fundamental Choice Portfolio Manager

My Community Involvement

  • Ordained as a Ruling Elder at Church of the Good Shepherd, Durham, NC
  • Serve as Church Treasurer at Church of the Good Shepherd, Durham, NC
  • Member of Rotary International - Southwest Durham Rotary Club
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MO, NC, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA
Insurance licensed in the following states: CA (Lic. # 0H88308)
TODD L. RUST: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina : Chapel Hill Branch