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Donica M

Series 63, Series 65

The Woodlands, TX

RFG Advisory, LLC

Donica Masterson Ruano is a financial advisor at RFG Advisory, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RFG Advisory, she worked at several firms including OneDigital Investment Advisors LLC, Orion Portfolio Solutions, and Brinker Capital Securities. Outside of financial advising, she is a partner in Orion Security Logistics Group, a firm providing executive protection and security services. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily offers discretionary portfolio management leveraging various model strategies and third-party platforms, and it acts as sub-adviser to multiple ETFs while providing access to alternative investments and retirement technology solutions.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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