Frank J Ruffing, CFP

Specialties

Investment Advisory and Financial Consulting for Families and their Business and Charitable Interests.

History

Established in 2007.

Farragut was formed as a resource for families and their business interests to obtain qualified, unbiased advice on matters like:

Planning for a Dignified Retirement

Providing for Children’s Education

Caring for an Aging Parent

Managing the Risk of Impoverishment on the Death of a Provider

Objective Review of existing Financial and Investment arrangements.

Meet the Business Owner

Frank R.

Business Owner

Frank Ruffing has been managing private capital in the Washington area for over 25 years.

Prior to forming Farragut in 2007, he was a Wealth Management Advisor with the Washington office of Merrill Lynch & Co.

Before entering the securities industry in 1997, Frank held leadership roles in several closely held firms, including President of a Washington — based Industrial Distributor, and Finance Director for a Global Wireless Communications venture.

Frank lives in Arlington with his wife Sherry, his four children and two dogs.

Credentials include:

Thunderbird School of Global Management MBA International Management /​Treasury Emphasis

University of Wisconsin — Madison BA Economics

Certified Financial Planner

FINRA Licenses Series 7, 63, 65, 31

Insurance Licenses Virginia Life, Health & Variable Products