Our Team People first. Finances second.

Ruby MacLeod
Client Services Associate

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Ruby is the client services associate at Pathfinder Wealth Consulting. In her role, she works alongside the Client Services Manager to resolve a variety of client request and enhance client relationships through active communication, processing inquiries, and making sure client documentation remains current.

 

Ruby is a born and raised New Englander from the small seaside town of Newburyport, Massachusetts. Ruby along with her sister, grew up loving Boston sports, traveling and spending summers on the beach. Ruby graduated from the University of New Hampshire in 2022 with a bachelor’s degree in communications. Following graduation Ruby worked as a Client Relationship Advocate at Fidelity Investments, sparking her interest to continue working in finance. In September of 2023, Ruby, and her college best friend moved to Wilmington to enjoy year-round beach weather.

 

In her free time, Ruby enjoys spending time with friends and family, traveling to new places, being active, and of course, spending time in the sun at the beach.

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason Wheeler
CEO and Wealth Advisor
CPWA®, CFP®, ChFC®, CLU®, AIF®
About John
John Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
CFP®, AIF®, CPFA®
About Davis
Davis Byrd
Financial Planning Associate
About Desiree
Desiree Burr
Office Administrator
About Walt
Walt Hutsell
Financial Planning Associate
About Ruby
Ruby MacLeod
Client Services Associate

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®, CeFT®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Lauren
Lauren Murphy
Administrative & Marketing Assistant