Tavares | Winter Park | The Villages

Who Takes Care of My Portfolio?

Answer:

Your Ruggie Wealth Team is headed up by an advisor/portfolio manager and may include a paraplanner, client relationship manager and primary client service manager. While we often delegate paperwork to our staff members, we never delegate advice. Depending on your question, we can also involve your CPA, attorney, insurance specialist or other advisor. We are committed to addressing your questions thoroughly and promptly with the right people.

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