Peggy Ruhlin, Chief Executive Officer of Columbus-based CI Budros Ruhlin Roe, has been selected as the 2017 Alexandra Armstrong Award for Lifetime Achievement winner. This annual award celebrates female pioneers in the field of financial planning. It recognizes women who have had long careers as advisors, a proven track record of leadership in the profession, and a demonstrated commitment to serve as a role model or to mentor other women. It also acknowledges women who have earned the admiration and respect of their peers. The inaugural award was given to Alexandra Armstrong, Chairwoman and Founder of Armstrong Fleming & Moore Inc., in 2015.
“I was shocked and thrilled when I was selected as this year’s Alexandra Armstrong Award winner,” said Ruhlin. “To be selected as this year’s recipient is truly a career highlight for me.”
Peggy Ruhlin has been called the grande dame of financial planning. She is a Certified Public Account with a Personal Financial Specialist accreditation, and a CERTIFID FINANCIAL PLANNER™. Peggy served as Chair and President of the International Association for Financial Planning (IAFP), and was instrumental in its merger with the Institute of Certified Financial Planners to form the Financial Planning Association (FPA) in 2000. Under her leadership as Chief Executive Officer, CI Budros Ruhlin Roe was the 2011 Schwab Impact Awards® Best in Business award winner. Peggy has been awarded numerous honors including being named one of the “Best Advisers” in the U.S. by Worth Magazine, appearing on the cover of Barron’s featuring America’s top financial planners and being one of Financial Planning magazine’s “Movers & Shakers” who have contributed the most to the profession and are effectively shaping the future.
“When Peggy joined the firm 30 years ago, I couldn’t have imagined the extraordinary business partner she would be,” said Jim Budros, Chairman of the Board. “Peggy has made an immeasurable impact on the wealth management industry and CI Budros Ruhlin Roe.”
She will officially accept her award at the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018. Peggy’s detailed story is featured in the November 20th print issue of InvestmentNews or can be viewed online here.
The recipient of this year’s Alexandra Armstrong Award was chosen by InvestmentNews’ selection committee and will be honored at a leadership event dedicated to women in the industry, and including the Women to Watch list, on March 13, 2018 at the Pierre Hotel in New York.
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