Central Florida-based Ruggie Wealth Management’s Founder & CEO Named for Third Time
Ruggie Wealth Management Founder and CEO Tom Ruggie, has been named to Barron’s list of America’s Top 1,200 Advisors: 2015. This is the third time he has made the list expanded from the Top 1,000 advisors, having also received the distinction in 2009 and 2013.
Barron’s publishes its Top 1200 Advisors by State compilation every February to recognize advisors demonstrating exceptional performance, 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’s an honor to be counted among Barron’s Top Advisors,” said Tom, of the prestigious listing which recognizes both an elite group of independent financial professionals and large wirehouses.
“Ruggie Wealth Management is an independent, fee-only Registered Investment Advisory firm that takes the time to understand our clients and their needs. We manage individual and corporate wealth, as well as the assets of select endowments and foundations, and take our fiduciary responsibility very seriously. Our team makes decisions with our client’s best interests in mind, and we are committed to serving each one with the highest standards of integrity and care. As the flagship company of Ruggie Capital Group, we offer a broad range of services and products to help clients achieve their goals.”
Ruggie Wealth Management has offices in Tavares, Winter Park, and The Villages.