Ruggie Wealth Management Sr. Wealth Advisor and Partner Morgan Hatfield, who serves as the District 9 Trustee on SECO Energy’s Board of Trustees, recently earned her Credentialed Cooperative Director (CCD) Certificate from the National Rural Electric Cooperative Association (NRECA).
The CCD, which requires successful completion of five courses, prepares directors/trustees to fulfill their fiduciary duty as elected officials serving on behalf of their membership. Collectively, the Trustees are responsible for establishing, reviewing and revising corporate policies.
We join SECO Energy CEO Jim Duncan in congratulating Morgan on her achievement, and willingness to serve the community.
We all want the same things: to live well today, prepare ourselves for uncertainty in the future and provide for those we love.
Our advisors are passionate about doing the right things, and that has made all the difference to our clients.
We think that is among the reasons Tom has been recognized for the ninth time as one of Barron’s Top 1,200 Financial Advisors and for the third time by Forbes/Shook Research as one of their Best-in-State Wealth Advisors. He remains Lake, Sumter and Marion County’s only Barron’s and Forbes recognized advisor.
The Barron’s 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.
The listing reflects performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.
The Forbes’ ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence
interviews, and quantitative data. Those advisors who are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
We thank you for your trust and ongoing support and look forward to many productive years of working together.
Ruggie Wealth Management was named one of the Orlando Business Journal’s 2016 Best Places to Work.
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.”
We’re excited that Ruggie Wealth Management Founder and CEO Tom Ruggie, ChFC®, CFP®, has been named to Barron’s 2021 list of America’s Top 1,200 Advisors, the ninth time he has earned this distinction, and seventh 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.
In 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.
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.