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 Destiny Wealth Partners, 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.