We’re excited that Ruggie Wealth Management Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to Barron’s 2018 list of America’s Top 1,200 Advisors, the sixth time he has earned this distinction, and fourth in a row.
Barron’s publishes its annual Top 1200 Advisors by State compilation to recognize advisors demonstrating exceptional performance, professionalism, client service and community involvement, and the ranking recognizes both an elite group of independent financial professionals and large wirehouses.
Among the factors the ranking takes into consideration are quality of practice, assets under management, revenues, and philanthropic work.
“Competition is steep to be selected for this list, and those who make the cut represent a very high level of achievement in serving their clients’ wealth management needs,” 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, and for the strength of our processes and collective wisdom of our team. To once again be named among Barron’s Top Advisors is an honor that reinforces we are doing what we set out to do on our clients’ behalf.”
Tom is the only Barron’s recognized advisor in Lake, Sumter and Marion Counties.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.