As founder and CEO of Ruggiero Group Benefits, LLC, a subsidiary of Ruggiero Investments, Thomas A. Ruggiero has over 30 years of extensive knowledge and experience in the financial industry that he puts to good use in service to our appreciative clients. Thomas has served in multiple roles and capacities, including senior executive posit
As founder and CEO of Ruggiero Group Benefits, LLC, a subsidiary of Ruggiero Investments, Thomas A. Ruggiero has over 30 years of extensive knowledge and experience in the financial industry that he puts to good use in service to our appreciative clients. Thomas has served in multiple roles and capacities, including senior executive positions within
Fortune 500 companies.
These companies include JP Morgan Chase, Citigroup, Citibank, & HSBC, where he provided recognizably brilliant leadership, direction, and mentorship to his peers and colleagues. Throughout his affiliations, his success has been attributable to his philosophy and core values that are focused around transparency, integrity, honesty, and loyalty. Since the founding of Ruggiero Investments, Ruggiero Group Benefits, LLC, and Ruggiero Insurance Agency, LLC, these principles have been the pillars of the companies that were created with the vision and values of being truly devoted
to “client-centricity.”
Thomas Anthony Ruggiero has received numerous awards from some of the top Fortune 100 financial service companies for his business acumen and exceptional results. Responsible for a Fortune 500 bank investment program, including managing more than 1,100 financial advisors, Thomas led the company to increasing their market value to $4.52 billion in brokerage assets under management as well as raising net revenues to $72 million. Thomas continues to implement these same strategies at Ruggiero brand, and he continues to be recognized and respected as a successful investment professional.
Thomas W. Ruggiero serves as a Managing Partner for Ruggiero Investments. After an extensive career in the aeronautical industry, he took the knowledge and business acumen he had developed there and put them to good use in the financial services industry.
Tom believes both knowledge and education are critical parts of the advisor-client re
Thomas W. Ruggiero serves as a Managing Partner for Ruggiero Investments. After an extensive career in the aeronautical industry, he took the knowledge and business acumen he had developed there and put them to good use in the financial services industry.
Tom believes both knowledge and education are critical parts of the advisor-client relationship. He has learned the importance of developing a very clear understanding of the client’s needs and goals by establishing a solid, yet fluid plan of action in order to achieve them. This has allowed Mr. Ruggiero to help clients not only plan out retirement but also be financially prepared for life’s unexpected events. Tom’s personal satisfaction comes from helping people protect the assets they have worked hard to accumulate over years of hard work. Mr. Ruggiero works closely with business owners to make sure that benefits are established properly and that those business owners are receiving the
best options available.
"Every company has a specific need to be filled. That need is going to differ from one company to the next. It is our job to fulfill the need by building a customized plan for the client. The planning phase is the most crucial step of the process; after that, putting it into action is pretty simple."
- Thomas W. Ruggiero
As Executive Vice President,
Christopher T. Ruggiero knows how to put in the hard work and dedication to achieve goals. Chris has made a career of helping clients plan for
the future by achieving their financial goals. With almost 20 years of experience in the financial service industry, he has worked in Fortune 500 Companies such as J.P
As Executive Vice President,
Christopher T. Ruggiero knows how to put in the hard work and dedication to achieve goals. Chris has made a career of helping clients plan for
the future by achieving their financial goals. With almost 20 years of experience in the financial service industry, he has worked in Fortune 500 Companies such as J.P. Morgan Chase, Capital One, and TD Ameritrade as well as the large
independent broker dealers.
Mr. Ruggiero has served in multiple roles, including regional supervisor, municipal bond principal, structured product principal, bank officer, and financial advisor.
Throughout his career, he has made it his mission to ensure that his clients are always put first and that all the investment advice he promulgates is in the best interest of the client. When speaking about what is most important in meeting with clients concerning their financial plans, he emphasizes, “The planning phase is the most important time spent with a client." Christopher has maintained those same principles in helping companies on-board their benefits.
Director of Group Benefits Scott Jencius provides valuable insight from current market trends and changes on the horizon within the industry. Scott is also owner of 3V Consulting, LLC and a partner of Professional Group Plans, providing the advantage of accessing an Expanded Support Team that provides immediate response, exceptional fol
Director of Group Benefits Scott Jencius provides valuable insight from current market trends and changes on the horizon within the industry. Scott is also owner of 3V Consulting, LLC and a partner of Professional Group Plans, providing the advantage of accessing an Expanded Support Team that provides immediate response, exceptional follow-through, and the quickest turnaround times in the industry. This team comprises industry experts with vast knowledge and experience to assist you in managing your Health, Dental, Vision, Long-Term Care, Disability, and other company benefits.
Scott has been Employee Benefits Consultant for over 15 years and serves as an industry expert for ACA guidance, handling all aspects of sales management, client retention, and new business acquisition, including full enrollment support. Mr. Jencius is a proud member of the National Association of Benefits and Insurance Professionals (NABIP). As a member, he is up-to-date with the latest industry trends and regulations, which allows him to provide valuable insights and recommendations to our clients.
Administrator, Cathy Moir manages the operations behind the scenes. Cathy has worked in operations for the majority of her career in various roles and supporting the executives in the daily . She has expertise with human resources, administrative duties, processing, and has helped in mergers of organizations. She has managed administrati
Administrator, Cathy Moir manages the operations behind the scenes. Cathy has worked in operations for the majority of her career in various roles and supporting the executives in the daily . She has expertise with human resources, administrative duties, processing, and has helped in mergers of organizations. She has managed administrative staff and client services, ensuring that all office procedures are efficient and effective, while clients receive excellent service. Responsibilities that Mrs. Moir has taken on include workflow management, handling client inquiries and correspondence, billing & collections, scheduling, and supporting the team with administrative tasks.
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Ruggiero Group Benefits, LLC is a SUBSIDIARYof Ruggiero Investments.
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