Born and raised in Fort Lauderdale, Florida, Tristan began his career in finance in 2018. He was selected to join The Ruccio Group at Merrill Private Wealth Management as a summer intern where he demonstrated a natural talent for the business, showing exceptional work ethic and a serious commitment to his career goals.
After earning his bachelor’s degree in business administration in finance and entrepreneurship from University of Miami in 2019, Tristan relocated to California, taking the position of wealth advisor associate at Morgan Stanley where he worked tirelessly to expand his experience and financial acumen until he decided to move back home and was selected again to be part of The Ruccio Group in 2021 as a financial advisor and joined RBC Wealth Management in 2023.
In his current role, Tristan works alongside Jeremy Ruccio developing strategies to prospect ultra-high-net-worth clients, focusing on goals-based wealth management and debt management. Tristan passed the Series 7 and 66 FINRA exams.
