With more than eight years of experience in financial planning and investment management, Gwen Ruppert has the accumulated knowledge and perspective to help you with your financial goals. Gwen understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Gwen will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Gwen endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.
Based on what she learns about you and your goals and an analysis of the current financial markets, Gwen designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Gwen puts it into action and seeks opportunities to adapt to life changes and new goals.
Gwen began her career in financial services in 2017, having spent over 20 years as a probation officer and working within the court system. Today, Gwen provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of Columbia City, Indiana, Gwen resides in Fort Wayne. She is a member of The Chapel and is active in the community in various organizations. Away from the office, Gwen enjoys spending time with her husband of 24 years, Eric, her two children, Sydney and Tim, as well as the family dogs, watching her beloved Wolverines, running marathons, reading, going on mission trips with her church and everything to do with the outdoors.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.