What departments does Destiny Wealth have?

Destiny Wealth has employees across 3 departments including Customer Success, Operations, Accounting.

What is the largest department at Destiny Wealth?

The largest department at Destiny Wealth is Customer Success with 1 employees.

Where are Destiny Wealth employees located globally?

Destiny Wealth has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Destiny Wealth's team size changed over time?

Destiny Wealth's team has remained stable from approximately 16 to 16 employees based on available data.

Destiny Wealth Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Destiny Wealth is a financial services firm that provides asset management and comprehensive financial planning for high net worth individuals, families, and businesses across Florida. With offices in Tavares, Winter Park, The Villages, and Jacksonville, the company emphasizes thoughtful planning, research-driven guidance, and a client-first approach to help clients pursue tailored wealth outcomes. Founded by Tom Ruggie, the firm has evolved from Ruggie Wealth Management and continues to operate with the same planning philosophy and team, maintaining founder involvement.

A recent development noted in news is the formation of Destiny Intelligence, an AI-focused initiative within the firm designed to leverage artificial intelligence in a secure and scalable manner, headed by Sean Beierly as of June 2026. Destiny Wealth positions itself within the financial services industry as a regional advisory practice serving Florida clients, prioritizing long-term relationships and advisory stability across its multiple office locations.

Destiny Wealth Global Highlights

North America
37

United States Of America
37

South America
1

Brazil
1

Destiny Wealth's Leadership

A. C.
Managing Partner
Mobile Phone
Email
K. M.
Managing Director/General Manager
Mobile Phone
Email
J. G.
Client Relationship Manager
Mobile Phone
Email
M. M.
Operations Manager
Mobile Phone
Email
B. M.
Staff Accountant
Mobile Phone
Email
K. G.
Senior Wealth Advisor
Mobile Phone
Email
T. R.
Principal
Mobile Phone
Email

Destiny Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other

Contact profiles from Destiny Wealth

Name

Title

Contact

Location

Last Update

A. C.
Managing Partner
Mobile Phone
Email
Sep 05, 2024
K. M.
Managing Director/General Manager
Mobile Phone
Email
May 07, 2024
J. G.
Client Relationship Manager
Mobile Phone
Email
Oct 22, 2024
M. M.
Operations Manager
Mobile Phone
Email
Oct 18, 2024
B. M.
Staff Accountant
Mobile Phone
Email
Oct 21, 2024
K. G.
Senior Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
T. R.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Destiny Wealth known for?

Destiny Wealth was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-352-343-****

. Explore Destiny Wealth's company overview page for more information.

What is Destiny Wealth's most common email format?

Destiny Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Destiny Wealth email formats with LeadIQ.

How many employees does Destiny Wealth have currently?

Destiny Wealth has approximately 20 employees as of July 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Destiny Wealth's key employees and leadership?

As of July 2026, Destiny Wealth's key employees include:

Managing Partner: A. C.
Managing Director/General Manager: K. M.
Client Relationship Manager: J. G.
Operations Manager: M. M.
Staff Accountant: B. M.

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Destiny Wealth Employee Directory

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