Dustin Baucom Email & Phone Number
Senior Vice President: Trust Manager @ City Bank
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Dustin Baucom Location
- Lubbock, TX, US
Dustin Baucom Work
- Senior Vice President: Trust Manager @ (December 2019 - Present)
- Vice President: Wealth Management Advisor @ (January 2019 - December 2019)
- Vice President and Wealth Advisor, Wealth Management Services @ (September 2012 - December 2018)
- Adjunct Instructor @ (October 2013 - September 2014)
- Financial Advisor @ Wellness Financial Advisors (August 2011 - August 2012)
- Financial Advisor @ (May 2009 - July 2011)
- Licensed Bank Officer @ (January 2006 - January 2009)
- Marketing and Recruiting Manager @ Talent Marketing Group (August 2005 - November 2006)
- College Department intern @ First Baptist Church Bryan (January 2004 - January 2005)
Dustin Baucom Education
- Belmont University - Jack C. Massey College of Business
Executive Certificate (Financial Planning)
2012-2013 - Texas A&M University
BA (Communication & Business)
2001-2005
Dustin Baucom Skills
- Retirement Planning
- Investments
- Wealth Management
- Asset Management
- Financial Analysis
- Estate Planning
- Finance
- Strategic Financial Planning
- Loans
- Securities
- Strategic Planning
- Employee Benefits
- IRAs
- 401k Rollovers
- Portfolio Management
- Asset Managment
- SEP IRA
- Wealth Preservation Planning
- Investment Advisory
- Income for Life
- Business Overhead Expense
- Buy-Sell
- Charitable Gift Planning
- Charitable Remainder Trusts
- College Funding Strategies
- College Funds
- Estate Preservation
- Fiduciary Management
- Fiduciary Services
- Financial Advisory
- Financial Planning
- Gifting Strategies
- Guaranteed Lifetime Income
- Holistic Financial Planning
- Irrevocable Life Insurance Trusts
- Key Person Protection
- Legacies
- Legacy Giving
- Multi-generational Planning
- Multi-generational wealth transfer
- Private Banking
- Protection Planning/family Security
- Retirement
- Revocable Trusts
- Tax Free Income
- Tax-advantaged Investment Strategies
- Traditional IRA
- Wealth Accumulation Strategies
- Buy Sell
- Multi Generational Planning
- Multi Generational Wealth Transfer
- Tax Advantaged Investment Strategies
Dustin Baucom Summary
- Dustin Baucom, based in Lubbock, TX, US, is currently a Senior Vice President: Trust Manager at City Bank. Dustin Baucom brings experience from previous roles at City Bank, Truxton Trust, Belmont University and Wellness Financial Advisors. Dustin Baucom holds a 2012 - 2013 Executive Certificate in Financial Planning @ Belmont University - Jack C. Massey College of Business. With a robust skill set that includes Retirement Planning, Investments, Wealth Management, Asset Management, Financial Analysis and more. Dustin Baucom has 2 emails and 2 mobile phone numbers on RocketReach.
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