Rusty Jones Email and Phone Number
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As a Financial Advisor with an over 30-year background as a Certified Public Accountant advising both individuals and businesses and with 25 years of hands-on experience not only advising other businesses but also building a successful independently owned business of my own, I bring a unique understanding of the complex world of finance, taxes, estate and legacy planning, business and investing to my role as a Financial Advisor with Cary Street Partners. The bottom line is I listen to people to understand the specifics of their individual or businesses resources, their goals & needs and their comfort level with risk tolerance to assist them with a specific plan and path to achieving and understanding their specific financial goals.
Cary Street Partners
View- Website:
- carystreetpartners.com
- Employees:
- 41
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Financial Advisor, Managing DirectorCary Street Partners Jun 2021 - Present185 West Main Street, Wytheville, Va 24382, United StatesCary Street Partners Financial LLC is a leading independent financial services firm committed to operating at a higher standard. Cary Street Partners provides comprehensive wealth management services including investments, planning and financial advice in a culture dedicated to independence and objective thinking. Cary Street Partners financial advisors serve individuals, families and institutions with customized solutions tailored to fit each client’s objectives. For more information, please visit carystreetpartners.com.
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Financial AdvisorEdward Jones Aug 2015 - Jun 2021Wytheville, Virginia, United States -
Cpa, Managing PartnerJones Adams & Delp P.C. Jul 2010 - Jul 2015390 West Monroe Street, Wytheville, Va 24382Founded and built accounting firm for 25 years (See earlier organization names below). Started with no clients and no employees and sold firm at retirement, in July, 2015 with over 200 business clients and 600 individual clients, 2 partners, and 4 other employees to transition into career as a financial advisor. Firm helped establish, service and support international manufacturing operations from multiple countries, regional manufacturers, local businesses, nonprofits and individuals. Firm always put our client's interest first had a major commitment to supporting nonprofits and other community activities. -
Cpa, Managing PartnerJones & Radman, P.C. Jul 1999 - Jun 2010390 West Monroe Street, Wytheville, Va 24382Longest period of common ownership in the CPA practice. Very dynamic period where we expanded into supporting international businesses with interest in our region.
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Cpa, Managing PartnerJones, Radman & Smith, P.C. Jul 1997 - Jun 1999390 West Main Street, Wytheville, Va 24382Judson Lambert retired and remaining partners continued to grow the CPA practice.
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Cpa, Managing PartnerJones, Lambert, Radman & Smith, P.C. Jan 1996 - Jun 1997390 West Main Street, Wytheville, Va 24382Added additional partner & staffing to expanding CPA practice.
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Cpa, Managing PartnerJones, Lambert & Radman, P.C. Jan 1994 - Dec 1995390 West Monroe Street, Wytheville, Va 24382Incorporated accounting practice with long-time friend & mentor H. Judson Lambert to allow him to transition into retirement from public accounting in 1997. Established long-term relationship as business owners with Mary K. Radman that would last for 17 years until her retirement from public accounting in 2010.
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Sole ProprietorRussell T. Jones, Cpa Jan 1990 - Dec 1993390 West Monroe Street, Wytheville, Va 24382Returned to hometown to establish accounting firm. Started completely from scratch with no clients and no employees.
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Cpa, ManagerMoore & Campbell, P.C. Jul 1988 - Dec 1989Roanoke, Virginia Area
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Senior Tax SpecialistKpmg Aug 1987 - Jul 1988Roanoke, Virginia Area -
Cpa, Senior Staff AccountantCole & Armbrister, P.C. Sep 1985 - Jul 1987Wytheville, Virginia
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Staff AuditorKpmg Sep 1984 - Sep 1985Roanoke, Virginia Area
Rusty Jones Skills
Rusty Jones Education Details
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James Madison UniversityAccounting -
George Wythe High School
Frequently Asked Questions about Rusty Jones
What company does Rusty Jones work for?
Rusty Jones works for Cary Street Partners
What is Rusty Jones's role at the current company?
Rusty Jones's current role is Financial Advisor, Managing Director at Cary Street Partners.
What is Rusty Jones's email address?
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What is Rusty Jones's direct phone number?
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What schools did Rusty Jones attend?
Rusty Jones attended James Madison University, George Wythe High School.
What skills is Rusty Jones known for?
Rusty Jones has skills like Financial Advisory, Certified Public Accountant.
Who are Rusty Jones's colleagues?
Rusty Jones's colleagues are Christopher Nardi, Janie Faught, Duncan Scott, Tina Filosi, Hunter Inancsi, Jenny Dann, Rich Spinner.
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