Rusty is Chairman and CEO of Institute for Wealth Holdings, Inc., formerly Cherry, Inc. He is a financial services industry veteran with IPO, public and private equity, and investment management experience. He has served on the Board of Directors of a NASDAQ company, two life insurance companies and an international nonprofit ministry organization. He is a Registered Investment Adviser, Certified Estate Planner™, CEP® and holds a BBA from SMU.
John H. Moore III
John Moore III – is a 20-Year Investment Industry veteran from UBS Financial Services, Morgan Stanly and Wells Fargo Advisors. He is a Regional Vice President and National Recruiting Director for the Institute for Wealth Advisors, Inc. (IWA). He manages and leads the recruitment process for individual advisors, teams and full-service RIAs. He works with IWH management, but also is a resource for IWA advisor groups looking to add individuals to local practices. John is a graduate of the University of Texas at Arlington with a BBA in Accounting.
Ed Allen is a shareholder and one of the early co-founders of the Company. He serves as Vice Chairman of the Board of Directors for The Institute for Wealth Advisors, Inc., serves as an executive coach to the executive management team and provides leadership development, coaching and mentoring for high-impact Advisors of the company Team. Admiral Allen served for 30 years in the U.S. Navy where he led six operational commands: an F-14 Squadron, a Carrier Air Wing Commander, an Amphibious Assault ship, an Attack Aircraft Carrier (The USS Coral Sea), Naval Space Command, and a Carrier Battle Group Commander/NATO Strike Force. He also served as Joint Task Force Commander at sea and Deputy Joint Task Force Commander in Southwest Asia. He also served with the Joint Chiefs of Staff at the Pentagon.
Scott Brooks is Chief Compliance Officer for the Institute for Wealth Advisors, Inc. He was previously President and Chief Compliance Officer for Puritan Brokerage Services, Inc., a FINRA broker/dealer and Puritan Investment Advisors, Inc., a Registered Investment Advisor. Additionally, Scott served as President of RushTrade Securities, Inc., a direct access online broker/dealer.