Ruth L. Transue, CFP
Private Wealth Financial Advisor
Managing Director - Investments
“My team and I are made up of investment professionals that act as trusted advisors and work collaboratively with you to understand exactly what you want your investments and retirement plan to accomplish.”
Barron’s has recognized me as one of America's Top 1,200 State by State Advisors for 2015-2022.* I believe this level of honor validates my commitment to building the strongest relationships with my clients. I vest myself fully in their success and provide exceptional service, advice and strategies every step of the way.
About Ruth
As a Private Wealth Financial Advisor and Managing Director-Investments with over 30 years of experience, my mission is to help my clients and their families by providing comprehensive investment advice, liability management, risk control, and efficient wealth transfer strategies to help them reach their financial goals.
My team and I provide a collaborative team approach always putting you first. We provide thoughtful, well-constructed wealth planning strategies with exceptional client service.
Prior to joining Wells Fargo Advisors in 1996, I built my experience at Paine Webber and E.F. Hutton. I have also earned the CERTIFIED FINANCIAL PLANNERTM professional designation which includes demonstrating skill in analyzing and developing personal long-term financial strategies, risk management, and retirement income planning.
I create customized portfolios based on each individual client’s needs and objectives. As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Trust and Fiduciary Services and Insurance as well as various customized and more traditional lending products.
Away from the office
My family and I have resided in Tucson for over 40 years. I am a member of the Southern Arizona Estate Planners Council and a past secretary of the Tucson Society of the Institute of Certified Financial Planners.
CA Insurance License Number: 0L68275. Resident State AZ.
2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. (Source: Barrons.com). Fee paid for use of marketing materials. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.