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Donald J

Series 66, Series 63

Melbourne, FL

Ruggiero Investments

Donald Johns III is an investment advisor with Ruggiero Investments in Melbourne, FL, holding Series 66 and Series 63 licenses and over 22 years of industry experience. His background includes roles at firms such as SW Financial, WestPark Capital, and Arive Capital Markets. Outside of his advisory work, he was involved with Simply CBD FL L.L.C. from 2019 to 2022. Ruggiero Investments provides discretionary portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and various organizations. The firm focuses on long-term, client-specific investment strategies utilizing fundamental, technical, and quantitative analyses while operating as a fiduciary.

Annuities Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner
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