Destiny Wealth
Destiny Wealth provides comprehensive asset management and financial planning services to high net worth individuals, families, and businesses throughout Florida, with offices in Tavares, Winter Park, The Villages, and Jacksonville. Founded by Tom Ruggie, ChFC®, CFP®, who began his career in the financial services industry in 1991, the firm was established as Ruggie Wealth Management and built on a commitment to thoughtful planning, research-driven financial guidance, and enduring client relationships. Under his leadership, the firm developed into a trusted advisory practice serving clients across its Florida office locations. Today, Destiny Wealth reflects the continued evolution of the firm, maintaining the same team, planning philosophy, and client-first approach, with Tom Ruggie continuing to play an active role.
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Verified contacts
8
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
64
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- MD
Mark Dickerson
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JC
Jenni Chandler
Trading Manager · Finance & Accounting
EmailPhone - LS
Lou Shinaman
Senior Wealth Advisor · Finance & Accounting
EmailPhone - TE
Travis Ely
Administrative Advisor s Assistant · General Business & Management
EmailPhone - RC
Rob Clark
President · General Business & Management
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Destiny Wealth
4 distinct titles indexed · top 4 shown.
- 2senior wealth advisor
- 1administrative advisor s assistant
- 1president
- 1trading manager
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