Nicholas Ruggiero

Nicholas Ruggiero
Analyst Financial Consultant Truist Investment Services, Inc.

9863 Georgia Highway 92

Woodstock, GA 30188

nick.ruggiero@truist.com

Phone 678-932-4908

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About me

Background

With over 10 years of experience in financial services, retirement and estate planning, and investment management, Nick is passionate about helping his clients reach financial well-being.  To accomplish this, he uses a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing.  He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration, B.S.
Kennesaw State University 2013

Personal Interests

Nick resides in Bartow County with his wife Stephanie and two daughters Giorgia (Gia) and Giuliana (Giules).  He is involved in the community as a wrestling coach and girls soccer coach.  He is an avid outdoorsman, enjoying hunting, fishing, gardening, grilling, kayaking, and carpentry.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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