Jose Ruiz, CFP®, CRPS®, CKA®

Private Advisor, Senior Vice President

Jose Ruiz is a distinguished Private Advisor and Senior Vice President at Rockefeller Capital Management. Jose began a career in financial services in 2001 and joined the Crown Group at Morgan Stanley in 2008.

Jose holds an MBA from the Crummer Graduate School of Business at Rollins College. He holds a suite of professional designations, including Certified Financial Planner™ (CFP®) from the FSU School of Finance, Charter Retirement Plans Specialist™ (CRPS®) from the College of Financial Planning, and Certified Kingdom Advisor (CKA®) from Kingdom Advisors. These qualifications underscore his comprehensive understanding of financial planning, retirement strategies, and ethical, values-driven advisement.

Beyond his core role, Jose has been actively involved in fostering growth and inclusivity within the financial community. His leadership as the Co-Chair for Business Development for Diversity & Inclusion in the Atlantic Region of Morgan Stanley from 2020 to 2023 highlights his commitment to creating more equitable opportunities.  His engagement with the Alliance for Latin Professionals in Finance (ALPFA) and his role as a keynote speaker on various financial topics further illustrate his influence and commitment to the industry. Jose Ruiz’s career is a testament to his professional acumen, dedication to community, and leadership in the financial sector.

Jose, his wife, Sofia, and their two children are proud members of Compassion Christian Church in Savannah, Georgia.