Daryl Dagit, CFP(R), CRPS®, CEP®

Daryl Dagit has over 28 years of experience in the financial industry. Daryl started their career in 1992 at CitiFinancial, where they held various roles including District Manager, Region Training Manager, and Branch Manager. In 2007, they joined Morgan Stanley Smith Barney as a Financial Advisor and Financial Planning Specialist. Daryl worked there for three years before moving to Savant Wealth Management in 2010. At Savant, Daryl serves as a Market Manager, Financial Advisor, and Member Owner. Daryl is responsible for managing all aspects of the financial planning and investment process for their clients, including determining effective financial planning, investment, and tax strategies. Daryl helps clients by assessing their wealth, documenting goals and needs, and determining tax-efficient retirement income sources. Daryl holds the CFP(R), CRPS(R), and CEP(R) certifications.

Daryl Dagit earned a Bachelor of Science degree in Finance from Illinois State University, attending from 1983 to 1986. In addition, Daryl holds several certifications, including the Certified Estate Planner™ from the National Institute of Certified Estate Planners, Inc, obtained in October 2015. Furthermore, Daryl earned the CRPS® certification from the College for Financial Planning in April 2014, and the CFP(R) certification from the Certified Financial Planner Board of Standards Inc. in September 2012.