Tavares | Winter Park | The Villages

Tom Ruggie, ChFC®, CFP®

Thomas H. Ruggie, ChFC®, CFP® – Founder & CEO, Southeast

Tom, a veteran of the investment and financial planning industries, began his career in 1991 and subsequently founded Ruggie Wealth Management, which has three offices in Central Florida. The flagship company of Ruggie Capital Group, Ruggie Wealth serves individuals, small businesses and non-profit organizations.

In July 2018, Ruggie Wealth Management entered into an alignment with Carson Group Partners and became part of Carson Wealth.

Tom has been quoted in media including The Wall Street Journal, New York Times, CNN Money, CNBC, and Fox Business News, and has received national recognition as a top-performing investment advisor by organizations including:

2018, 2017, 2016, 2015, 2013, 2009 Barron’s Top 1200 Financial Advisors
2018, 2017, 2016 Forbes Finance Council (One of Only About 20 Advisors Nationwide)
2018, 2017, 2016 Top 300 Advisors Financial Times
2018, 2017, 2016, 2015, 2014, 2011 Top RIA Firms, Financial Advisor
2017, 50 Fastest Growing RIAs, Financial Advisor
2016, 2015, 2014, 2012, 2011 Five-Star Professional Wealth Managers

The Florida native graduated from the University of Central Florida and has served on numerous boards of directors for for-profit and not-for-profit organizations and foundations. He was appointed by the Governor to the Florida Prepaid College Plan which manages more than $10 billion in assets and serves over 80,000 college students annually and served as its vice-chairman.

In 2013, he and wife Kim created the Tom and Kim Ruggie Family Foundation to support projects that strengthen the bond of families, improve the quality of people’s lives and enhance opportunities for access to life-enriching services such as healthcare and education.

When Tom is not working, he enjoys traveling with his wife, son, daughter and son-in-law. The entire family is ‘addicted’ to CrossFit and working-out in general. Tom also enjoys red wine and boasts a significant sports’ memorabilia collection.

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.

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