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Accolades

Ruggie Wealth Ranks Among the Nation’s Best

We’re honored to announce Tom has again been recognized for the eighth time among Barron’s Top 1,200 Financial Advisors and remains Lake, Sumter and Marion County’s only Barron’s and Forbes recognized advisor.

The ranking takes into consideration quality of practice, assets under management, revenues, and philanthropic work, and recognizes advisors demonstrating exceptional performance, professionalism, client service and community involvement.

He has also been ranked among the Financial Times 300 Top Registered Investment Advisors2016 – 18. Each year, the Financial Times—one of the world’s leading media organizations focused on international business and economic news—publishes a listing of the “300 Top Registered Investment Advisors”. Ruggie Wealth Management is honored to be included on the list for two years in a row.

This recognition is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflects performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.

We thank you for your trust and ongoing support and look forward to many productive years of working together.

Ruggie Wealth Named One of Central Florida’s 2016 Best Places to Work

Best Places to WorkRuggie Wealth Management was recently named one of the Orlando Business Journal’s 2016 Best Places to Work, and was featured in the June 24, 2016 edition of the publication.

This recognition is designed to honor the area’s leading employers. The list comprises companies that go beyond the norm to foster an enjoyable and meaningful work environment for their employees, and the competition judges companies based on the results of a detailed employee survey which at least 90% of the employees had to complete for the company to be eligible.

“While we do offer some great perks and have worked hard to create an open, accepting, supportive and fun work environment, having knowledgeable, inspiring, dedicated people with great attitudes is absolutely what makes Ruggie Wealth one of the Best Places to Work,” said Founder and President Tom Ruggie, ChFC®, CFP®. “It’s rare to be able to show up each day and work with such a collaborative team, and fantastic to see our corporate culture recognized by the Central Florida business community.

 

“I know our future success depends on our continuing ability to attract and retain sharp, talented people who share our values, on investing in the tools they need to help them be successful , and on bringing tomorrow’s technology to them today to support future growth.”

Click here to learn more about the Ruggie Wealth Management team. If you would like to see our current career opportunities, click here.

Tom Ruggie, ChFC®, CFP Named to Barron’s Top 1,200 Financial Advisors for Eighth Time

We’re excited that Ruggie Wealth Management Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to Barron’s 2020 list of America’s Top 1,200 Advisors, the eighth time he has earned this distinction, and sixth in a row.

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 is an honor to again be ranked among our nation’s top financial advisors by one of the most respected names in the financial industry,” said Tom, 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, for the strength of our processes and collective wisdom of our team, and for our unwavering focus on helping them achieve the financial goals they’ve been dreaming of and working for their whole lives. 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.”

Ruggie Wealth Management provides services to individual and corporate clients, as well as to a select group of endowments and foundations. As the flagship company of RWM Asset Management, Ruggie Wealth Management offers a broad range of services and products to help clients achieve their financial goals.

Tom is the only Barron’s recognized advisor in Lake, Sumter and Marion Counties.

The Barron’s Top 1200 Financial Advisors is a select group of individuals who are screened on a number of different criteria. Rankings are based on data provided by over 4,000 advisers from across the nation. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a factor. Please see www.barrons.com for more information.  Ruggie Wealth Management has not paid a fee to be eligible for this award. Barron’s does not require membership or payment in order for award participants and/or applicants to be considered for an award designation.

Taking A Bite of the Big Apple

Ruggie-Showcase-NYIn 2013, Tom Ruggie was chosen to attend the NASDAQ Opening Bell Ceremony in NYC’s Times Square.

“We were privileged to host Tom at our NASDAQ Opening Bell ceremony in New York, where we were given the unique platform to showcase and celebrate the success of a number of our top advisors,” said John Moninger, Executive Vice President, Advisory and Brokerage Consulting Services for LPL Financial.

Read more: Taking A Bite of the Big Apple

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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