Senior Vice President: Trust Manager
Current
Dec 2019 - Present
AeroLeads people directory · profile
Dustin Baucom, Cfp® Email & Phone Number
Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families
at
City Bank
1 work email found
@thecitybank.com
2 phones found area 615
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families
Location
Lubbock, Texas, United States
Company size
Who is Dustin Baucom, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dustin Baucom, Cfp® is listed as Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families at City Bank, a company with 828 employees, based in Lubbock, Texas, United States. AeroLeads shows a work email signal at thecitybank.com, phone signal with area code 615, and a matched LinkedIn profile for Dustin Baucom, Cfp®.
Dustin Baucom, Cfp® previously worked as Senior Vice President: Trust Manager at City Bank and Vice President: Wealth Management Advisor at City Bank. Dustin Baucom, Cfp® holds Ba, Communication & Business from Texas A&M University.
Company email context
Email format at City Bank
This section adds company-level context without repeating Dustin Baucom, Cfp®'s masked contact details.
*@thecitybank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dustin Baucom, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dustin Baucom, Cfp®
Asset Management, Trust Services, Financial & Retirement Planning, Estate Administration and Planning, Family Office ServicesAs a financial professional at City Bank Wealth Management, I work with a team that has decades of experience working with high net-worth clients. We understand what is important to you...personal service, financial security for your family, growth opportunities for your business and a means to establish your legacy. We also understand that your situation is unique, which is why we provide tailored solutions, not commoditized products.In my role, I work with families that have generational wealth coordinating all aspects of their lives. Though City Bank Wealth Management is headquartered in Lubbock, TX, I work with families across the United States and have previously managed wealth for families overseas.
Listed skills include Retirement Planning, Investments, Wealth Management, Finance, and 44 others.
Current workplace
Dustin Baucom, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
City Bank
9 roles · 22 years
Dustin Baucom, Cfp® work experience
A career timeline built from the work history available for this profile.
Jan 2019 - Dec 2019
Vice President & Wealth Advisor, Wealth Management Services
CERTIFIED FINANCIAL PLANNER™
Sep 2012 - Dec 2018
Adjunct Instructor
I instructed students in a course titled Fundamentals of Financial Planning. Most of my students were candidates for the CFP® exam and continued instruction at Belmont to complete the requisite education courses for the CFP® Board exam.
Oct 2013 - Sep 2014
Financial Advisor
Wellness Financial Advisors
Aside from managing my own book of business, I was largely responsible for the financial and insurance planning process between our firm's advisors (6) and its clients. Utilizing eMoney as our financial planning software, I aggregated accounts, built models and illustrations, and was a part of plan delivery and implementation.At Wellness Financial.
Aug 2011 - Aug 2012
Financial Advisor
As an independent advisor at Waddell & Reed, I focused on providing a high degree of service and care to my clients. Whether I was providing investment management, insurance planning, or a financial plan (all the above), my client and their needs always came before my own.
May 2009 - Jul 2011
Licensed Bank Officer
Managed a book of the bank's deposit, lending, and investment relationships in Park Cities community, Dallas, TX. Experience in business credit and treasury services, as well as, income producing investment strategies.
2006 - 2009
~3 yrs
Marketing & Recruiting Manager
Talent Marketing Group
Retail marketing with an emphasis on food & beverage industry. Recruited and managed our Midwest region employees.
Aug 2005 - Nov 2006
College Department Intern
First Baptist Church Bryan
2004 - 2005
~1 yr
Team & coworkers
Colleagues at City Bank
Other employees you can reach at citybankonline.com. View company contacts for 828 employees →
MW
Matha Wagner
Colleague at City BankGermany, Germany
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CC
Cindy Carver, Nmls#338730
Colleague at City BankLubbock, Texas, United States, United States
View →
SS
Steve Smith
Colleague at City BankNew York, New York, United States, United States
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AL
Annette Lathers
Colleague at City BankKilleen, Texas, United States, United States
View →
MM
Marcy Moffett
Colleague at City BankUnited States, United States
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AP
Alwin Poulose
Colleague at City BankNoida, Uttar Pradesh, India, India
View →
SN
Sharita Neal
Colleague at City BankKilleen, Texas, United States, United States
View →
CL
Cheryl Lackey
Colleague at City BankLubbock, Texas, United States, United States
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AB
Abhisek Basu
Colleague at City BankKolkata, West Bengal, India, India
View →
HN
Hoang Nguyen
Colleague at City BankGarland, Texas, United States, United States
View →
Matha Wagner
Colleague at City BankGermany, Germany
View →
CC
Cindy Carver, Nmls#338730
Colleague at City BankLubbock, Texas, United States, United States
View →
SS
Steve Smith
Colleague at City BankNew York, New York, United States, United States
View →
AL
Annette Lathers
Colleague at City BankKilleen, Texas, United States, United States
View →
MM
Marcy Moffett
Colleague at City BankUnited States, United States
View →
AP
Alwin Poulose
Colleague at City BankNoida, Uttar Pradesh, India, India
View →
SN
Sharita Neal
Colleague at City BankKilleen, Texas, United States, United States
View →
CL
Cheryl Lackey
Colleague at City BankLubbock, Texas, United States, United States
View →
AB
Abhisek Basu
Colleague at City BankKolkata, West Bengal, India, India
View →
HN
Hoang Nguyen
Colleague at City BankGarland, Texas, United States, United States
View →
2 education records
Dustin Baucom, Cfp® education
Ba, Communication & Business
Executive Certificate, Financial Planning
FAQ
Frequently asked questions about Dustin Baucom, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dustin Baucom, Cfp® work for?
Dustin Baucom, Cfp® works for City Bank.
What is Dustin Baucom, Cfp®'s role at City Bank?
Dustin Baucom, Cfp® is listed as Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families at City Bank.
What is Dustin Baucom, Cfp®'s email address?
AeroLeads has found 1 work email signal at @thecitybank.com for Dustin Baucom, Cfp® at City Bank.
What is Dustin Baucom, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 615 for Dustin Baucom, Cfp® at City Bank.
Where is Dustin Baucom, Cfp® based?
Dustin Baucom, Cfp® is based in Lubbock, Texas, United States while working with City Bank.
What companies has Dustin Baucom, Cfp® worked for?
Dustin Baucom, Cfp® has worked for City Bank, Truxton Trust, Belmont University, Wellness Financial Advisors, and Waddell & Reed, Inc..
Who are Dustin Baucom, Cfp®'s colleagues at City Bank?
Dustin Baucom, Cfp®'s colleagues at City Bank include Matha Wagner, Cindy Carver, Nmls#338730, Steve Smith, Annette Lathers, and Marcy Moffett.
How can I contact Dustin Baucom, Cfp®?
You can use AeroLeads to view verified contact signals for Dustin Baucom, Cfp® at City Bank, including work email, phone, and LinkedIn data when available.
What schools did Dustin Baucom, Cfp® attend?
Dustin Baucom, Cfp® holds Ba, Communication & Business from Texas A&M University.
What skills is Dustin Baucom, Cfp® known for?
Dustin Baucom, Cfp® is listed with skills including Retirement Planning, Investments, Wealth Management, Finance, Asset Management, Financial Analysis, Strategic Planning, and Estate Planning.
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