WHEATON, IL (Viz Release) August 2, 2021 – – Timothy J. Rueter CFP(R), ChFC(R), Wealth Advisor and Investment Management Consultant celebrates his tenth anniversary with Foundation Wealth Strategies, LLC.
Rueter, a second-generation financial advisor, who joined Raymond James in 2011, has over 20 years of experience in the financial services industry. Tim guides his team in helping clients pursue their financial goals by providing prudent advice on investment management, retirement distribution strategies and a diverse range of key areas, including: life and health insurance, tax planning, estate planning, educational savings and financial aid, and multi-generational wealth transfer.
“I have been thrilled to partner with the esteemed professionals at Raymond James for the past ten years,” says Rueter.
“Tim’s wealth of experience and industry knowledge is an invaluable resource for our team and clients”, says Client Relationship Manager Rosanne Grenfell. “We congratulate him on this milestone, and know his expertise will further enable him to provide high quality service and specialized financial guidance for our clients.”
About Raymond James Financial Services*
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion.
About Foundation Wealth Strategies
Tim and his team at Foundation Wealth Strategies believe their clients deserve exemplary service and pride themselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique practice. www.foundationws.com
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*updated 7/28/21
CFP Board of Standards Inc owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (TM), CFP(R) (with plaque design) and CFP(R) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
