Tag Archives: Tavares

Morgan Hatfield

Morgan Hatfield – Senior Wealth Advisor

From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth, Morgan brings a range of services to her clients to help them reach their financial goals, including holding educational seminars for retirement plan participants. “I give advice to my clients as if they are my own parents or grandparents.”

A graduate of the University of Central Florida with a degree in Finance, she not only has a depth of financial knowledge and knowledge of retirement products such as 401 (k) plans, she knows the local market and has had a strong presence in the community for many years. Morgan is a part of the 2019 Leadership Lake County Class.

She was named a Five-Star Professional Wealth Manager in 2016

Getting to Know Morgan
Passions: Roller skating, feeding the cows on our property, spending time with family and friends.
Best Piece of Financial Advice You Received: If you can’t afford to pay for it now, then you shouldn’t buy it.
Favorite Quote: My life is mine.
Hidden Talent/Skills: Roller skating
Favorite Holiday: Thanksgiving
Biggest Accomplishment: Buying property with my husband, where we will build our forever home.

Carol Mulcahy

Carol Mulcahy – Senior Wealth Advisor
Carol is passionate about helping her clients thrive and views her role as an advisor as one in which she supports, motivates and inspires them to explore and fulfill their vision of financial success. She uses her ability to explore and analyze complex situations to create confidence in the financial decisions people make along the journey of life.

Her own journey in the investment industry began in 1984 in Boston. Since then, she has acquired numerous licenses and her Chartered Retirement Plan Specialist designation, and worked in both the retail and institutional side of the financial industry.

She combines her professional expertise and the knowledge gained from life, career transitions and long-term planning to provide exceptional client service and to handle unique situations & family dynamics, which all make her exceptionally valuable to her clients and their families.

Her thesis at Leslie University was “Pension Plans as a Necessary Supplement to Social Security” and the benefits of starting to plan for retirement early in life. She has served on the board of directors for the West Palm Beach Friends of Fisher House since 2010.

Biggest Accomplishment: Raising an amazing son who is now a U.S. Navy Aviator
Favorite Holiday: Christmas
Favorite Food: Steak

Jenni Cheney

Jenni Cheney – Trading Manager

With more than 15 years of experience in the banking/financial industry, Jenni is a knowledgeable, enthusiastic professional and problem solver committed to outstanding client and advisor relations. Her primary focus is trading and advisor oversight.

The Florida-native was born in Orlando and recently moved back to Florida following Hurricanes Irma and Maria, after living in the U.S. Virgin Islands. She attended Gordon State College in Georgia and enjoys traveling, attending concerts and spending time with her family.

Getting to Know Jenni
Favorite Beverage: Monster Energy
Favorite Holiday: Halloween
Favorite Quote: “Always remember that you are unique, just like everyone else.”

Sarah Anemone

Sarah Anemone – Director of First Impressions & Client Relationship Manager

Involved with all aspects of Ruggie Wealth Management, Sarah serves as the firm’s nerve center, coordinating several responsibilities to provide smooth operations so that client service is sustained at peak efficiency. Her duties include client coordination, servicing client accounts, managing advisors’ calendars, life insurance processing and facilitating all internal and external communications – as well as assisting with day-to-day needs.

Sarah began with Ruggie Wealth in 2002, and made office management her specialty from the beginning of her career. Her formidable experience includes more than 10 years improving inner-office procedures at two other companies. Strong communication skills, efficiency and the willingness to accomplish the task at hand are among the professional abilities that allow Sarah to excel.

A native of Luray, VA, Sarah lives in Eustis with her husband.  In her non-work time she enjoys spending time with her two granddaughters, bike riding, local wine tastings and traveling. 

Getting to Know Sarah
Bucket List Items: Attending the Kentucky Derby and traveling to Alaska.