Angela Ruddock, CFP®, AWMASM

Co-founder & CEO

Angela has nearly 30 years of experience in the financial industry is our primary financial planner and relationship manager. She works with clients to coalesce their thoughts, wishes, and goals into multi-faceted financial plans. Her passion is in developing long-term relationships with our clients and creating legacy plans that incorporate generational planning.

Angela graduated from Texas A&M University with a bachelor’s degree. She is a Certified Financial Planner™ professional and has met the rigorous requirements to maintain this advanced certification. She is also an Accredited Wealth Management AdvisorSM.

Angela is active in the Rockport community and is a member of the Rockport Rotary Club and Rockport Fulton Area Chamber of Commerce. She also serves on the boards of the Tivoli Volunteer Fire Department and Refugio Area Go Texan Committee.

Check the background of investment professionals on FINRA’s BrokerCheck.

Hobbies

  • Fishing (currently learning to flyfish!)
  • Horseback riding
  • Aggie football!!
  • Cooking
  • Entertaining
  • Pottery
  • Travel
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