RWS Financial Group Welcomes Joe Bustin of JBFS, LLC to Our Growing Family!
JBFS, LLC is excited to join the RWS family! Since our inception at JBFS, we have always shared the RWS philosophy about customer care, financial literacy, and helping clients achieve their goals of financial security. In joining the talented team at RWS, we now have access to additional resources to better serve our clients needs. RWS has a state-wide presence in Michigan, and JBFS is thrilled to be RWS’ first Missouri office. Joining RWS allows us to provide the exceptional level of service JBFS clients have come to know and love to an even larger network! We look forward to growing together with our friends at RWS!
In a career spanning more than 35 years, Joe Bustin has held many positions in the financial industry, all of which gave him the experience and knowledge necessary to found JBFS, LLC. He was a financial operations professional in the early 80s and learned how the back office supports financial advisors as they in turn service their clients.
Joe transitioned to Broker Dealer Financial Services Corporation in 1991, where he quickly moved up through the firm to a senior position managing the bond desk and acting as a registered principal. Joe’s corporate career continued with executive positions at multiple banking and finance institutions, including experience running an investment portfolio of over $300 million. During this time, he served individual clients as a financial advisor, earning the Certified Financial Planner™ professional designation. As a CFP® professional, Joe has passed rigorous certification exams and is held to strict ethical standard to ensure the advice he gives is always in your best interest.
Joseph J. Bustin, CFP®
joebustin@rwsgroup.org
573-522-8149
Joe is committed to providing innovative financial solutions to a wide variety of clientele. He believes that every client situation is unique and requires one-on-one attention to create an effective plan for the generation, preservation, and distribution of client assets.
Joe is a Certified Financial Planner™ professional and is held to high ethical standards to ensure he is always working in the
clients’ best interest. He earned a bachelor’s degree in political science and a master’s degree in business administration from the University of Notre Dame and holds FINRA Series 7, 24, 63, and 65 licenses. Joe is also licensed to sell life, health, and variable insurance products.
Joe and his wife, Mary, are the proud parents of four grown children, two of which are currently serving in the military. He previously served on his church’s parish council, previously active in the local Rotary, and is a member of the Investments & Wealth Institute®. Outside of work, Joe is an avid outdoorsman and can be found hunting, hiking, camping, boating, and fishing.
Mary Bustin
Client Relationship Associate
marybustin@rwsgroup.org
Mary is responsible for all administrative tasks within the office, including scheduling, paperwork processing, client communications, and organization. Prior to joining JBFS, she worked in various accounting positions and as a registrar and database administrator at the Dowling Catholic High School.
Mary earned a bachelor’s degree from the University of Notre Dame, is a member of the local hospital auxiliary, and is president of her homeowners’ association, which is the largest property owners’ organization in Missouri. Outside of work, she enjoys reading, entertaining friends and family, travel, playing bridge, swimming, and boating.
Our Location:
Lake Ozark, MO
521 Imperial Point Dr.
P.O. Box 858
Lake Ozark, MO
E: joebustin@rwsgroup.org
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