Joe C. Rust, AIF®

VICE PRESIDENT
PORTFOLIO MANAGER
DIRECTOR OF CORPORATE RETIREMENT FUNDS

Joe began his investment career in 1995 with the Equitable Life Insurance Company as a Registered Representative in San Antonio, TX.

Leaving the Equitable Life Insurance Company in 1997, Joe spent the next several years as a Financial Adviser with Citibank and Merrill Lynch. After his time at Merrill Lynch he joined Alliance Capital Management, Inc. as an Associate Wholesaler. He was responsible for the sales and marketing of mutual funds and financial products to brokerage firms in Los Angeles and Beverly Hills, CA. He used that experience to move into a Field Wholesaler position with Hartford Leaders where he was responsible for Variable Annuity and 401(k) sales to brokerage firms throughout the state of Texas.

In 2007, Joe started IBTX Wealth Management where he built a retirement plan division with over 35 401(k) plans and $100 million in assets under management. During this time he also served as a Financial Adviser with Dominion Investor Services and Dominion Portfolio Management.

Joe graduated with a Bachelor of Arts Degree from A&M University. Joe holds a Series 65 license.