Rusty Tredwell
Senior Financial Advisor at
Vital Investment Investment Management
Years of Experience
30 years
Average Client Size
$1,000,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Understanding client needs, goals, and objectives is my focus. Delivering actionable, custom solutions is my goal.
Clientele
Rusty has worked extensively with large, well-known asset managers and consultants, enhancing his ability to deliver sophisticated investment solutions tailored to diverse client needs. He brings deep expertise in asset management, fixed income, alternatives, and planning to investors in all phases of development. He is known for his thoughtful communication style and commitment to delivering well-researched, actionable plans to his clients.
Services Provided
Investment Planning
Retirement Planning
Investment Management
Financial Planning
Specialties and Expertise
Pricing Models
Education
Providence College
BA
Obtained in 1993
Previous Work Experience
Vital Investment Management
Senior Financial Advisor
2025 - Present
Financial Consulting
Consultant
2023 - 2025
Pacific Investment Management Company
Senior Vice President
2007 - 2022
Fidelity Investments Strategic Advisers (RIA)
Investment Consultant
1998 - 2007
Fidelity Brokerage Services
Trader / Fixed Income Specialist
1994 - 1998
Advisor Links
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