Find a Financial Advisor in Tavares

Financial Advice that Makes the Complex Simple

Our financial advisors in Tavares are devoted to making the complex simple for the families in the Orlando area and throughout all of Central Florida.

We offer comprehensive financial planning and financial advice, investment and portfolio management, tax efficiency, retirement income planning, estate planning, trust services and full risk analysis. We also work with business owners and individuals with qualified retirement/401(k) plans.

We’ll help you establish your risk profile and create clear goals, then develop a comprehensive plan to help you pursue those goals. We want to be your personal CFO – standing beside you during every important financial decision you make to help bring you confidence and support.

Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be using 10 key indicators that are vital to your financial health and comfort. We then customize a financial plan specifically for you, and can engage your other trusted advisors to all work on your behalf.

Led by author, speaker and veteran financial advisor Tom Ruggie, ChFC®, CFP®, we’ve served families like yours for more than 25 years. 


Comprehensive Financial Planning

Objective Investment Management

Planning for Business Owners


Retirement Scorecard

The Retirement Scorecard will help you understand what you need in preparation for retirement. See how far along you are on the road to retirement financial confidence in 10 key indicators, and let us help get you where you want to be.

Start the Process

Ruggie Rules: For Choosing and Working with a Financial Advisor

Living a retirement full of activity, with decades of health, happiness and prosperity depends, in part, on the action you take today. Tom Ruggie, ChFC®, CFP® of Carson Wealth walks you through a unique financial planning process that puts strategy into action.

7 Tips to Help Successfully Transfer Wealth to Your Kids

Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
Learn More

HOW FAR ARE YOU From Being Ready for Retirement?

Find Out Now

Our Advisors

Tom Ruggie

Managing Director, Partner & Wealth Advisor

Rob Clark

Managing Partner, Wealth Advisor

Audrey Ralicki

Managing Partner, Wealth Advisor

Morgan Hatfield

Senior Wealth Advisor

Carol Mulcahy

Senior Wealth Advisor

Lou Shinaman

Senior Wealth Advisor

Jorge A. Romero

Senior Wealth Advisor

Colleen Arredondo

Associate Wealth Advisor, Client Relationship Manager

Anthony Van Ore

Chief Operating Officer- Winter Park, Tavares, The Villages®

Primary Services Areas:
Tavares, Orlando, Tampa, St. Petersburg, Clearwater, Melbourne, Merritt Island, Cocoa Beach, Mount Dora, Eustis, Kissimmee, Sanford, Saint Cloud, Winter Garden, Daytona Beach, Winter Park, Apopka, Ocoee, Casselberry, Oviedo, Clermont, Winter Springs, Altamonte Springs, Lake Mary, Leesburg and more.

This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.