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.