Tavares, Florida

Known as “America’s Seaplane City,” Tavares offers small-town charm and a strong sense of community — values we bring into every client relationship. Our Tavares office is dedicated to helping individuals and families pursue their retirement and wealth planning goals with personalized guidance and genuine care. Stop by and visit our friendly team — we’re always ready to help you plan for the future you deserve.

2100 Lake Eustis Dr.
Tavares, FL 32778

Call 352-343-2700
Tavares, Florida


At Destiny Wealth Partners, our Tavares office is committed to helping individuals, retirees, and families create personalized financial strategies that support long-term confidence and peace of mind.

Whether you are preparing for retirement, managing investments, planning for future generations, or navigating important financial decisions, our local team is here to help guide you with personalized care and professional insight. Proudly serving Tavares and surrounding Lake County communities, we focus on building trusted relationships and customized financial solutions.

Schedule a conversation with our team today and discover why people searching for a wealth advisor near me in Tavares, FL choose Destiny Wealth Partners for personalized, relationship-driven financial planning.

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Looking for a reliable wealth advisor near Tavares, Florida?
Tom Ruggie

Tom Ruggie, ChFC®, CFP®

Founder and CEO
Morgan Hatfield

Morgan Hatfield

Senior Wealth Advisor and Partner
Carol Mulcahy

Carol Mulcahy

Senior Wealth Advisor and Partner
Audrey Mancuso

Audrey Mancuso, CFP®

Managing Partner
Alan Belanger

Alan Belanger

Wealth Advisor
Ronnie Hopper

Ronnie Hopper

Wealth Advisor
Jenni Chandler

Jenni Chandler

Trading Manager
Sharon Kolstad

Sharon Kolstad

Client Relationship Manager
Jessica Allman

Jessica Allman

Marketing Coordinator
Kayla Knudsen

Kayla Knudsen

Trading and Operations Specialist

We are honored to have earned the recognition or acclaim of many of the leaders in our industry.

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Rankings are specific to Destiny Wealth Partners, its affiliated firms, or to Thomas Ruggie, ChFC®, CFP®.  Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth or Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth or Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser. Recognition Disclosures 

Select Your Ideal Service:

Pre-Retirees
Pre-Retirees
Age 50+
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Already Retired
Already Retired
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Business Owners & Executives
Business Owners & Executives
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$1 Million +
$1 Million +
In Savings & Investments
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One conversation. That’s all it takes to see how Destiny builds a retirement plan around the life you actually want. No pressure, no obligation — just clarity.

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Winter Park, Florida

Winter Park, Florida

With its beautiful tree-lined streets, vibrant culture, and timeless charm, Winter Park is a community built on connection and excellence. Our Winter Park office reflects those same values by offering thoughtful retirement and wealth planning guidance tailored to your goals. We invite you to stop by and meet our warm, experienced team — we’re here to help you build a confident financial future.
Jacksonville, Florida

Jacksonville, Florida

Nestled in one of Florida’s most vibrant and growing cities, our Jacksonville office is proud to serve individuals and families throughout Northeast Florida. Whether you're preparing for retirement, building long-term wealth, or seeking trusted financial guidance, our experienced and welcoming team is here to help. Stop by and visit us — we’re committed to helping you navigate your financial future with confidence and care.
The Villages, Florida

The Villages, Florida

Located in one of the nation’s premier active adult communities, our office in The Villages is uniquely positioned to help retirees and pre-retirees make the most of their next chapter. From retirement income strategies to wealth preservation and legacy planning, our caring team is here to provide personalized support every step of the way. Stop in and meet with us — we’re ready to help you enjoy retirement with confidence.
Boca Raton, Florida

Boca Raton, Florida

Known for its coastal beauty, sophistication, and thriving business community, Boca Raton is the perfect setting for thoughtful financial planning and long-term wealth management. Our Boca Raton team is passionate about helping clients prepare for retirement, protect their assets, and pursue lasting financial confidence. Stop by and visit us — our knowledgeable and caring professionals team; Nichols Wealth Partners are ready to help you every step of the way.

Your financial future deserves personalized attention. Let us show you what a true partnership looks like.

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