by admin | Apr 7, 2025 | News, Breaking news
Tom Ruggie Ranked No. 2 in North Florida by Forbes Best-in-State Wealth Advisors 2025 8th time for independent RIA and Family Office Founder – every year since recognition’s inception We’re excited to announce that Tom Ruggie, ChFC®, CFP®, founder...
by admin | Dec 27, 2024 | Breaking news, News
This award recognizes Destiny Wealth Partner’s commitment to providing access to top-line service and capabilities, and to staying ahead of the curve to help clients simplify the complexities inherent in the unique financial challenges they face. Destiny...
by admin | Dec 17, 2024 | Breaking news, News
Thomas Ruggie, ChFC®, CFP®, CEO of Destiny Wealth Partners, named to the InvestmentNews Hot 100 for 2025! A 30+ year financial-industry veteran, innovator, entrepreneur, and thought leader, Tom is setting new standards in wealth management, offering sophisticated...
by admin | Dec 9, 2024 | Breaking news, News
Bill Newton, Tom Mahoney, and Maureen Utz Join the Destiny Wealth Partners Family Bill Newton, Founder of Jacksonville-based Sterling Newton, is excited to announce his decision to affiliate with Central-Florida based Destiny Wealth Partners, LLC under the name...
by admin | Dec 4, 2024 | Breaking news, News
We’re excited to announce that Destiny Wealth Partners was named “RIA Team of the Year (10 Advisors or More)” in the prestigious InvestmentNews 2024 Awards of Excellence. Winners were announced at a black-tie, red-carpet gala held June 20 at the elegant 583 Park...
by admin | Dec 4, 2024 | Breaking news, News
2nd Year in a Row for this Prestigious Recognition Destiny Wealth Partners has been named to the third annual Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research. The ranking, published by Forbes on October 8, 2024, highlights the top 250 advisory...
