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Savant Wealth Management

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management,... Read more

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Headquarters

Rockford, United States

Employees

Links

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Founder & Chief Executive Officer

Brent Brodeski

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Chief Wealth Management Officer

Dick Bennett, CFP(R), AIF®

Executive Vice President

John McMillen, CFA, CFP®

Director of Portfolio Integration

Julie Pipitone, SPHR

Director of Talent

Head Of Wealth

Chief Communications Officer

Margaret Baer, IACCP®

Chief Compliance Officer

Executive Assistant to CEO

National Director Of Advisory, New Partner Optimization

Patrick Lawlor - CFA®, CFP®

Head of Mergers and Acquisitions

Robert Morrison

Chief Experience Officer

Anne Mank, CFP®, CPA, IHC

Director of Financial Planning

Managing Director and Financial Advisor

Director of Growth

Gina Beall, CIMA®

Director of Investment Research / Investment Committee Chair / Member-Owner

Wayne B. Titus III

Managing Director and Investment Advisor

Teams

Investment Operations

15 members

Leadership Team

8 members

Financial Analysis and Reporting Team

7 members

Marketing and Communications Team

7 members

Business Development and Client Services Team

6 members

Compliance and Regulatory Team

5 members

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