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
- 2019 -now Senior Vice President: Trust Manager @
- 2019 -2019 Vice President: Wealth Management Advisor @
- 2012 -2018 Vice President and Wealth Advisor, Wealth Management Services @
- 2013 -2014 Adjunct Instructor @
- 2011 -2012 Financial Advisor @ Wellness Financial Advisors
- 2009 -2011 Financial Advisor @
- 2006 -2009 Licensed Bank Officer @
- 2005 -2006 Marketing and Recruiting Manager @ Talent Marketing Group
- 2004 -2005 College Department intern @ First Baptist Church Bryan
Dustin Baucom Education
- Belmont University - Jack C. Massey Graduate School 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
- Fiduciary Services
- Business Overhead Expense
- College Funds
- Financial Planning
- Legacies
- Buy Sell
- Estate Preservation
- Guaranteed Lifetime Income
- Legacy Giving
- Multi Generational Planning
- Charitable Gift Planning
- Fiduciary Management
- Multi Generational Wealth Transfer
- Gifting Strategies
- Charitable Remainder Trusts
- Irrevocable Life Insurance Trusts
- Holistic Financial Planning
- College Funding Strategies
- Protection Planning/family Security
- Traditional IRA
- Revocable Trusts
- Private Banking
- Retirement
- Tax Advantaged Investment Strategies
- Tax Free Income
- Key Person Protection
- Wealth Accumulation Strategies
- Financial Advisory
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 Graduate School 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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