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X Ruggie Wealth Management Becomes Second Barron’s Top Advisor to Join Carson Wealth in 2019
Posted on July 9, 2019

Ruggie Wealth Management Becomes Second Barron’s Top Advisor to Join Carson Wealth in 2019

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TAVARES, Fla.July 9, 2019 /PRNewswire/ — Tom Ruggie, ChFC®, CFP®, a Barron’s top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team’s decision to affiliate as a Carson Wealth office. The addition of the firm’s three offices brings Carson Wealth to 18 office locations around the country – and a strong presence in the southeast U.S.

In addition to being Carson Wealth’s second Barron’s top advisor to join in 2019, Ruggie Wealth Management is the fifth $500M+ AUM firm Carson Wealth has attracted in the past year.

“We’ve set a goal to grow by a factor of 10 in the next 10 years, and our affiliation with Carson Wealth will help us add to our bench strength in areas like marketing, investment management and support, to share or delegate compliance, billing, trading, and technology, and to enhance our one-on-one and digital experience for our clients and advisors,” said Ruggie, who will maintain active majority ownership of his firm and will remain the strategic decision-maker for all business decisions and operations in their Central Florida offices.

Full article on Cision PR Newswire

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