Tom Ruggie has collected sports memorabilia since childhood. This recent interview touches on his expertise about collectibles as alternative investments.

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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.

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.

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.

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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.