Renowned Financial Planning Firm, Ruggie Wealth Management, Expands Their Team with Two New Financial Advisors

Share Article

Staff Additions Enable Firm to Grow Customer Base in Central Florida and Beyond.

Ruggie Wealth Management - nationally recognized asset management and financial planning firm - proudly announces two new additions to their already exceptional team of experienced professionals. Timothy Moyer and Louis M. Shinaman have joined the firm as Financial Advisors and will be counseling clients on investment options and opportunities; analyzing client information to develop strategic and tactical recommendations; and helping clients achieve their financial goals.

"Both Tim and Louis have extensive knowledge in the financial planning industry, making them excellent additions to our team," founder and CEO, Tom Ruggie, said. "Due to their level of experience, I'm confident they will be able to quickly adapt to a changing market environment, which is very important in this industry."

Mr. Moyer began his career in financial services in 1994, and was quickly successful in building a book of business and maintaining steady growth in all positions he held. He served as a branch manager for Southern Financial Group, Inc. and in 1998 was promoted to regional manager. Moyer earned the company's Manager of the Year award two years running for his unbridled success in opening the Naples, FL, branch office.

Prior to joining Ruggie Wealth Management, Moyer honed his compliance knowledge while holding the position of Chief Compliance Office (CCO) with a securities firm based in Longwood, Florida and New York, NY, where he oversaw the entire compliance operations for all divisions. He currently holds Series 4, 7, 24, 52, 53, 63, and 65 licenses in addition to a license in State of Florida Life & Variable Annuity Insurance.

Mr. Shinaman has more than 15 years of financial services experience, working the majority of this career as a highly successful producing manager. During the beginning of his career while also at Southern Financial Group, Mr. Shinaman attained the level of Presidents Club 4 years in a row as one of the top producers at the firm. In 2004, he decided to go independent to manage his own office of producing brokers. He currently holds Series 4, 7, 24, 63, 65 and a Florida Life Insurance License with Variable Annuities.

Shinaman studied extensively in the field of technical analysis and has experience as a professional international public speaker as well, lecturing at numerous conferences around the world, including Australia and New Zealand. He takes particular pride in his community involvements, including being a strong and active supporter of the Ronald McDonald House Charities.

Ruggie Wealth Management
Ruggie Wealth Management is an asset management and financial planning firm whose primary concerns are strong client relationships and delivering results. Ruggie Wealth offers a wide range of services that include investment management, estate planning and trust services, charitable planning, business advisory services, asset protection, and more. Founder and CEO Thomas Ruggie started the firm in 1998 and quickly become nationally recognized. In addition to RWM, Ruggie started 401K Generation, a company that delivers a fresh approach to serving the increasingly complex needs of both retirement plan sponsors and participants for companies of all sizes.

With many company-sponsored plans moving to an open architecture, plan participants have far more choices and decisions to make about their retirement plans. For that reason, Ruggie introduced RW Direct in 2009. RW Direct provides clients a full compliment of planning and advisory services, including monthly recommendations from professional portfolio managers and several on-line financial planning tools.

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Janice Pratt
Visit website