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Tom Ruggie Named InvestmentNews Advisor of the Year: Alternative Investments Awardee

Tom Ruggie Named InvestmentNews Advisor of the Year: Alternative Investments Awardee

by admin | May 13, 2025 | News

Destiny Family Office Founder and CEO Thomas Ruggie, ChFC®, CFP® has been named an Excellence Awardee by InvestmentNews in the category Advisor of the Year – Alternative Investments. the InvestmentNews Awards of Excellence recognize the individuals and...
Morgan Hatfield Elected Vice President of SECO Energy Board of Trustees

Morgan Hatfield Elected Vice President of SECO Energy Board of Trustees

by admin | Apr 11, 2025 | News

The SECO Energy Board of Trustees elected Ruggie Wealth Senior Wealth Advisor and Partner Morgan Hatfield to serve as Board Vice President. The election was held at the electric cooperative’s March 31, 2025 meeting. Morgan was first elected to the District 9 seat on...
Staff Accountant

Staff Accountant

by admin | Apr 9, 2025 | Careers

Staff Accountant

Part-Time Billing/AR/AP Specialist

by admin | Apr 9, 2025 | Careers

Tom Ruggie Ranked Among Forbes Best-in-State Wealth Advisors

Tom Ruggie Ranked Among Forbes Best-in-State Wealth Advisors

by admin | Apr 7, 2025 | News, Breaking news

Tom Ruggie Ranked No. 2 in North Florida by Forbes Best-in-State Wealth Advisors 2025 8th time for independent RIA and Family Office Founder – every year since recognition’s inception     We’re excited to announce that Tom Ruggie, ChFC®, CFP®, founder...
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Recent Posts

  • Tom Ruggie Named InvestmentNews Advisor of the Year: Alternative Investments Awardee
  • Morgan Hatfield Elected Vice President of SECO Energy Board of Trustees
  • Tom Ruggie Ranked Among Forbes Best-in-State Wealth Advisors
  • Thomas Ruggie, CHFC®, CFP® Named To Barron’s 1200 Top Financial Advisors for 13th Time
  • Newsweek Top Financial Advisory Firms 2025
Ruggie Wealth Management

P: 352.343.2700
F: 352.742.2607
2100 Lake Eustis Dr.
Tavares, FL 32778

P: 407.644.2701
620 N. Denning Dr.
Winter Park, FL 32789

P: 352.385.7705
2520 Burnsed Blvd.
The Villages, FL 32163

Ruggie Wealth Management

P: 904.482.1131
13400 Sutton Park Drive S., #1501
Jacksonville, FL 32224

OTHER DESTINY WEALTH PARTNERS FIRMS

Destiny Family Office
P: 844.357.1120
620 N. Denning Dr.
Winter Park, FL 32789

Nichols Wealth Partners
P: 561.939.8323
1801 N. Military Trail,
Ste 120
Boca Raton, FL 33431

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