Tavares | Winter Park | The Villages

Financial Advisor Magazine Ranks Destiny Wealth Partners Among Top RIA Firms Nationwide

Central-Florida based Destiny Wealth Partners has again been recognized by Financial Advisor Magazine, earning the firm a ranking of 340 (up 49 places since 2021) in the magazine’s list of Top RIA Firms in the nation, the 12th time the firm has received this recognition.

“Recognition in such an important industry publication for the 12th time is extremely rewarding, as is the confidence our clients have demonstrated in our team, our processes, our fiercely independent focus, and our ability to grow through a decade marked by both market challenges and rewards,” said Tom Ruggie, ChFC®, CFP®,  Destiny Wealth Partners Founder and CEO of Ruggie Wealth Management and Destiny Family Office, flagship firms of the RIA along with KCG Investment Advisory Services, Savannah, GA.

“We believe our growth reflects our commitment to embracing the fiduciary standards of objectivity, independence and putting clients’ interests first,” said Tom. “Doing so comes naturally, as these are things we believe deeply in and that reflect our core values as a firm.”

FA’s 2022 RIA Survey and Ranking report is an annual survey that ranks firms based on five criteria: 2021 year-end assets; percentage growth in assets from the previous calendar year, average assets per client, percentage growth in assets per client, and percentage change in number of clients,  and is the premier industry ranking of independent RIA growth. Financial Advisor Magazine is a major publication targeted to financial professionals and aims to deliver essential market information and strategies to help advisors better serve their clients and grow their firms. There are no fees or other considerations required of RIAs who are considered for this ranking.

“I believe this recognition is another wonderful yardstick by which to measure our team’s success in making meaningful contributions in the financial lives of our clients,” he added.

Tom Ruggie, ChFC®, CFP® Speaks at Investment News RIA Summit

Tom was invited to join other national thought leaders and change-makers in a panel discussion of “Fee-Based Everything”. In this live event, held November 7-8, 2022 in Boston, they discussed why there are now more options than ever, including alternative investments, for RIAs looking to deliver best-in-class solutions for clients. Tom has written an article about the prominence of alternative investments, recently published on Forbes.com.

Deconstructing a Collection: Preparing Your Family to Handle Your Investment Down the Road

Tom Ruggie, ChFC®, CFP®, uses his own considerable sports memorabilia collection and situation as the basis for his recently published Forbes.com article. He notes, “With more than 200 million collectors of varying types worldwide, it’s not surprising many of my high-net-worth and ultra-high-net-worth clients are acquiring all kinds of collectibles such as artwork, fine wine and spirits, jewelry, coins, vintage and classic cars, and arms and armaments as investments.”

He goes on to discuss how his own penchant for collecting has informed the way he interacts with, and coaches, like-minded clients, and focuses on the importance of having a well-thought-out plan that can provide crucial guidance to your family or heirs if collecting intersects with your worst day ever. At Forbes.com.

Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor.

Thomas Ruggie, CHFC®, CFP® Named To Barron’s 1200 Top Financial Advisors for 11th Time

Ruggie Wealth Management announced that Founder and CEO Thomas H. Ruggie, ChFC®, CFP®, has been named to Barron’s list of America’s Top 1,200 Advisors: 2023, the 11th time Ruggie has earned this distinction, and the ninth straight year.

As Barron’s explains, they publish their annual Top 1200 Advisors by State compilation to recognize advisors demonstrating exceptional professionalism, client service and community involvement. Among the factors the “Barron’s Top 1,200 Advisors” ranking takes into consideration are quality of practice, assets under management, revenues, and philanthropic work.

“It is an honor to again be ranked among our nation’s top financial advisors by one of the most respected names in the financial industry,” said Ruggie of the ranking which recognizes both an elite group of independent financial professionals and large wirehouses.

“I believe our clients turn to us because of our dedication to placing their interests above ours, for the strength of our processes and collective wisdom of our team, and for our unwavering focus on helping them achieve the financial goals they’ve been dreaming of and working for their whole lives. To once again be named among Barron’s Top Advisors is an honor that reinforces that what we are doing on our clients’ behalf brings real value to our relationship with them.”

Ruggie Wealth Management provides services to individual and corporate clients, as well as to a select group of endowments and foundations. As one of the flagship companies of Destiny Wealth Partners, Ruggie Wealth Management offers a broad range of services and products to help clients achieve their financial goals.

The firm has offices in Tavares, Winter Park and The Villages®, FL. Destiny Wealth Partners also conducts business under the name KCG Investment Advisory Services in Savannah, GA, and Nichols Wealth Partners in Boca Raton, FL.

The Barron’s Top 1200 Financial Advisors is a select group of individuals who are screened on a number of different criteria. Rankings are based on data provided by over 6,000 advisers from across the nation. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a factor. Please see www.barrons.com for more information. Ruggie Wealth Management has not paid a fee to be eligible for this award. Barron’s does not require membership or payment in order for award participants and/or applicants to be considered for an award designation.


Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor.

Destiny Wealth Partners Expands Team to Keep Pace With Growth: Michael J. Marrone, II Joins Nearly $1B AUM RIA as Operations Manager

Michael J. Marrone, II, an operations veteran with global, hands-on experience with both small and large firms in the investment management industry, has joined Central Florida-based Destiny Wealth Partners as its operations manager. In this role, Michael will be supporting the growth trajectory, and expanding capabilities and service offerings, of a nationally recognized independent firm that serves various clients including the complex needs of high-net-worth and ultra-high-net-worth clients.

“I am thrilled to welcome Michael,” said Thomas Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners, an independent RIA that conducts business as Ruggie Wealth Management, Destiny Family Office, and KCG Investment Advisory Services (Savannah). Destiny Wealth Partners currently has approximately $1 Billion in Assets Under Management and Advisement.

“Michael has earned a reputation for his exceptional leadership and strategic thinking, with a focus on client service and support. He recognizes the importance of consistently delivering an exceptional client experience and therefore continually innovates in the areas of people, systems, and processes. Culturally, he is a great fit for our organization and the clients we serve,” said Ruggie.

Marrone comes to the firm with more than 20 years of experience, most recently working with RIAs that served high-net-worth and ultra-high-net-worth clients, as well as institutions and foundations, helping them scale their operations and systems. He has served on the boards of private investment projects in the UAE, Spain, and Norway.

Marrone enjoys spending time with his family, boating, skiing, and participating in activities that promote health & fitness.

Tom Ruggie Co-Hosts National Collectors’ Program

Tom Ruggie, ChFC®, CFP® was the guest host, recently, on the GR8 American Collectibles Show, presented by Professional Sports Authenticator (PSA) and the National Sports Collectors Convention. The program airs Wednesdays at 6 p.m. EST on www.PSAcard.com, and can be seen or heard nationally on Pandora, I Heart Radio, YouTube, from the PSA Facebook page, Boston-area radio stations and more. Tom was interviewed for about 40 minutes about his deep passion for sports and sports collectibles, about collecting as an investment, and about what collectors need to know to prepare and protect their families if they are making their collection a part of their estate plans. The interview followed a six-page article in the July 2022 issue of PSA Magazine, titled The Autograph Archivist, highlighting Tom’s collection and expertise in helping like-minded high-end collectors with their financial needs, and his article on Forbes.com, titled Deconstructing A Collection: Preparing Your Family To Handle Your Investment Down The Road.
For this episode radio personality, author, and entrepreneur Tom Zappala (who usually teams up with former Boston Red Sox star Rico Petrocelli), was joined by John Molori, co-author with Tom and Ellen Zappala, of The Cracker Jack Collection: Baseball’s Prized Players. The Zappalas are also co-authors of award-winning books such as The T206 Collection: The Players & Their Stories, the 2016 release, The 100 Greatest Baseball Autographs, and most recently The Diamondbacks Collection: 50 of the Greatest Cards in Sports Collecting History, which details the stories behind cards in the collection of Ken Kendrick, managing general partner of the Arizona Diamondbacks. Molori’s credits include Patriots Football Weekly, Boston Baseball Magazine, SiriusXM, and ESPNW.com.

Ruggie Wealth Management Welcomes Mark Dickerson, ChFC®, CFP®

We are excited to announce that 25-year financial services veteran Mark Dickerson, ChFC®, CFP® has joined Ruggie Wealth Management as a senior wealth advisor. He joins Senior Wealth Manager and Partner Jorge Romero, CFP® in serving clients primarily from our firm’s office located in The Villages®.

“I am thrilled to welcome Mark,” said CEO and Founder Tom Ruggie, ChFC®, CFP®. “The marketplace as a whole is clamoring for high value, no matter the industry or profession. Culturally, and from a client-service model, Mark is deeply aligned with our longstanding commitment to put our clients’ best interests first, and to bring real value to every relationship,” he added. “It isn’t just something Mark talks about. He has proven he executes against it.”

“Tom has earned national recognition as an innovative and forward-looking advisor from some of the most respected names in the industry, including Barron’s and Forbes,” said Dickerson. “Destiny Wealth Partners isn’t only adding bench strength, it’s adding important services, including Destiny Private Trust, a trust representative office of National Advisors Trust Company, that will allow me to start important conversations with my clients, especially those whose financial situations are complex or who need intergenerational planning.”

Mark joined the military right out of high school and had a distinguished military career. He is a veteran of the U.S. Army’s Special Forces and has been called back to serve his country on several occasions.  After completing a tour in Iraq, during which he was awarded the Bronze Star for service

in a combat zone, Mark retired from military service in 2009.
After his initial enlistment, he earned his baccalaureate degree in business administration at West Virginia University and started his career in the financial services industry.  He and his wife enjoy bicycling and traveling to bike trails around the country. He has also enjoyed climbing, skydiving, and completing an Ironman®.
For information contact him at 352.343-2700 or visit RuggieWealth.com.

Morgan Hatfield Earns SECO Energy Credentialed Cooperative Director Certificate

Ruggie Wealth Management Sr. Wealth Advisor and Partner Morgan Hatfield, who serves as the District 9 Trustee on SECO Energy’s Board of Trustees, recently earned her Credentialed Cooperative Director (CCD) Certificate from the National Rural Electric Cooperative Association (NRECA).

The CCD, which requires successful completion of five courses,  prepares directors/trustees to fulfill their fiduciary duty as elected officials serving on behalf of their membership. Collectively, the Trustees are responsible for establishing, reviewing and revising corporate policies.

We join SECO Energy CEO Jim Duncan in congratulating Morgan on her achievement, and willingness to serve the community.

Ruggie Wealth Interviewed by HFM Global for COVID-19 Analysis

Ruggie Wealth Management Founder and CEO Thomas H. Ruggie, ChFC®, CFP® was recently chosen to be interviewed by HFM Global for an article on what COVID-19 disruptions mean for investors’ operations and investments, and what strategies they’re eyeing.

HFM Week’s Sasha Federenko wrote the analysis piece for the publication which provides industry news and insights to the global hedge fund community. The publication features information on fund launches, research, investor updates, and informed industry analysis. 

The article pursued insights into what strategies investors are eyeing, what they’re looking to allocate now and what they’re holding off on. 

“COVID-19 has fast-tracked what I thought the future of investment will look like. The pandemic has accelerated the arrival of the future investment landscape, creating new winners and losers,” said Ruggie, who in 2022 was named to Barron’s Top 1200 Advisors for the 10th time and to the 2022 Forbes Best-In-State Wealth Advisors’ list which spotlights the top-performing advisors across the country.

“We’re eyeing long/short equity hedge funds to complement some of our clients’ portfolios with diversifiers. I don’t want to use only a small handful of managers. I’m looking for a proven track record as a stock picker to perform in good and bad markets. We’ve entered an era when stock pickers are going to outperform indexes,” Said Ruggie. “We have started significantly changing our view of what investments need to look like going forward.“ 

With three offices in Central Florida, Ruggie Wealth Management has been providing financial services for more than 25 years to individual and corporate clients, as well as to a select group of endowments and foundations. As the flagship company of independent RIA Destiny Wealth Partners, Ruggie Wealth offers a broad range of services and products to help clients pursue their financial goals. In 2016, Ruggie started Destiny Family Office to provide sophisticated financial and related concierge services to highly successful individuals and multi-generational high-net-worth clients. 

Destiny Wealth Partners has mapped out a growth strategy to align with a like-minded group of leading financial innovators who share a deep industry knowledge, vast network of specialized services, demonstrated investment strategies and abiding passion for serving clients. In January 2021, KCG Investment Advisory Services, LLC, in Savannah, GA joined the Destiny Wealth Partners brand family.

For more information, visit RuggieWealth.com or call 352.343-2700.


Listing in any publication is not a guarantee of future investment success. These recognitions should not be construed as an endorsement of the advisor by any client. Barron’s rankings are based on factors including assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Forbes rankings are based on quality of practice, telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria.

Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor.

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