Ruth Kitzmann

Senior Vice President, Investments

Compassionate and helpful, Ruth enjoys working with her clients and going above and beyond for them. She wants her clients to know she is always here for them and the milestones they experience along the way.

She takes the time to carefully listen to their needs and attention and aspirations, such as building their investment portfolio, producing income for retirement, outliving their assets and leaving a legacy for their family. She enjoys the detective work of helping clients locate and consolidate their assets, and get a handle on every detail of their financial lives.

She likes to meet with her clients face to face whenever possible, and will take the extra time to go to their office or residence if it is more convenient for them. She likes to have them be an intricate part of their planning, and help them understand the investments she recommends and how they are designed to accomplish their goals and objectives.

Ruth has nearly 28 years of financial industry experience. Before joining Raymond James in August 2019, Ruth served as Senior Vice President at RBC Wealth Management. Earlier in her career, she held the same position at Robert W. Baird & Company.

Ruth holds the Accredited Investment Fiduciary (AIF®) Designation which is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential.

The purpose of the AIF* Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for caring out fiduciary responsibility.

F1360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.

As a Chartered Federal Employee Benefit ConsultantSM, Ruth assists federal employees with the retirement financial literacy and education mandated by the Thrift Savings Plan Open Elections Act of 2004. She also has specialized experience as a Certified Divorce Financial Analyst®, enabling her to guide clients through the divorce process and envision the long-term financial impact of their proposed divorce settlements.

Ruth earned a Bachelor’s Degree in Business Marketing Management and a minor in Art from Concordia University in River Forest, Illinois, and an Associate’s Degree from Bethany Lutheran College in Mankato, Minnesota.

Ruth was born in Minneapolis, lived in Golden Valley, Minnesota, later moved to the now family farm in Lacrosse Wisconsin area, where she lived until she attended college. After graduating, she moved to Milwaukee.

Today, Ruth lives in Helenville, Wisconsin. In her free time, Ruth enjoys reading, animals, music, and spending time outdoors. She is also involved in her church, helping the needy, and working with the Hispanic Foundation. In addition, she is a graduate of the FBI Citizens Academy and continues to serve the organization.

Certified Divorce Financial Analyst® and CDFA™ are trademarks of the Institute for Divorce Financial Analysts™ in the U.S. and/or other countries.