Advisor Group, a network of independent wealth management firms, has recruited Thomas P. Leinwol and D. John Ruffa of Upward Wealth Group who oversee more than $178 million in total client assets. The pair were previously affiliated with Park Avenue Securities and join Advisor Group through its subsidiary Securities America.
Each with about 30 years of experience in the wealth management industry, Leinwol and Ruffa are founding partners of Upward Wealth in West Palm Beach, Florida, where they specialize in a planning-based approach to wealth management, asset protection, retirement income planning and estate planning.
“I am pleased to welcome these outstanding professionals to Securities America,” said Jim Nagengast, chief executive officer and president of Securities America. “For decades Thomas and John have built trust with their clients and provided guidance to investors at all stages of life as they strive to reach their financial goals.”
Advisor Group serves approximately 10,100 financial professionals who oversee more than $475 billion in client assets. The network includes Securities America, FSC Securities, Royal Alliance Associates, SagePoint Financial, Triad Advisors and Woodbury Financial Services.
Headquartered in Omaha and founded in 1984, Securities America supports approximately 3,200 independent financial professionals.