Lake County Wealth Advisor Named Top 100 in Nation
Worth Magazine, published by Robb Report, has named Tom Ruggie, ChFC,CFP™ and principal of Ruggie Wealth Management, one of the nation’s Top 100 wealth advisors. Worth names Ruggie as one of only nine from Florida who landed on the list for 2006.
Tavares, FL (PRWEB) July 2, 2007 -- Worth Magazine, published by Robb Report, has named Tom Ruggie, ChFC,CFP™ and principal of Ruggie Wealth Management, one of the nation’s Top 100 wealth advisors. Worth names Ruggie as one of only nine from Florida who landed on the list for 2006.
“This list results from extensive research and analysis. We recognize those who have earned this distinction for their outstanding expertise, insight, trustworthiness and commitment to their clients needs. Tom is a member of an exclusive group of executives who represent the very finest that the wealth management profession has to offer,“ said Dwight Cass, Editor-in-Chief of Worth.
Rigorous selection criteria and methodology were used to determine the Top 100, including:
| | - An extensive survey requiring educational credentials, client retention rates (Ruggie Wealth Management retains 97% of their clients), outlook on investment climate and model portfolio returns;
- Professional histories and experience, disciplinary or legal matters, professional designations;
- Length of time in the profession, as those in the business longer understand the marketplace better;
- An analysis of client relationships and customer service; only those advisors who offered detailed and insightful responses throughout the selection process advanced;
- Client portfolio performance and insights into the current investment climate, including client returns given today’s volatile market, investor wariness, investment strategies and future predictions.
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Ruggie has lived in Lake County since 1981 and started his financial services career in 1991. He represents an impressive array of clients from Lake County and Central Florida. Ruggie Wealth Management and their affiliate, Moreno, Peelen, Ruggie, Pinto and Clark, currently manage assets valued at over $193 million
“I am honored to be named among the Top 100 of my profession. To me, this signifies that the individual strategies we employ for each our clients set us apart. We take care of our clients in ways that other financial advisors only claim to,” said Ruggie. “
More information about Tom and the company can be found at: www.ruggiewealth.com ;
For more information contact:
Tom Ruggie
truggie(@)ruggiewealth.com
352.343.2700
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