Savant Wealth Management Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. 

Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.

If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. 

Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

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Savant Wealth Management Global Highlights

North America
735

United States Of America
735

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Argentina
1

Savant Wealth Management's Leadership

M. B.
Chief Compliance Officer
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L. B.
Chief Communications Officer
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R. M.
Chief Experience Officer
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T. R.
Chief Information Officer
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C. F.
Chief Compliance Officer
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D. R.
Chief Financial Officer
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D. B.
Chief Wealth Management Officer
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D. H.
Chief People Officer
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Savant Wealth Management Employee Metrics

100%

50%

0%

2024

2023

Finance
Analytics
Administrative
Accounting
Marketing
Other

Contact profiles from Savant Wealth Management

Name

Title

Contact Info

Location

Last Update

E. C.
Owner And Wealth Advisor
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Mobile Phone
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Email
United StatesIllinois
Nov 11, 2024
M. B.
Chief Compliance Officer
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Mobile Phone
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Email
United StatesIllinois
Nov 15, 2024
L. B.
Chief Communications Officer
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Mobile Phone
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Email
United StatesIllinois
Nov 13, 2024
P. C.
Owner/Fiduciary Wealth Advisor
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Mobile Phone
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Email
Nov 11, 2024
R. M.
Chief Experience Officer
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Mobile Phone
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Email
United StatesIllinois
Nov 13, 2024
K. P.
Talent Advisor I Member Owner
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United StatesGeorgia
Oct 21, 2024
T. R.
Chief Information Officer
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Email
United StatesWisconsin
Nov 15, 2024
A. F.
Fee-Only Fiduciary Financial Advisor, Member-Owner
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Mobile Phone
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Email
Oct 22, 2024
A. R. B.
Director Of Investment Strategy / Member-Owner
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Mobile Phone
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Email
United StatesPennsylvania
Oct 22, 2024
A. S.
Owner, Financial Advisor, Managing Director
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Mobile Phone
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Email
Oct 17, 2024

Frequently Asked Questions

What is Savant Wealth Management known for?

Savant Wealth Management was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 190 Buckley Drive Rockford, IL 61107 US; you can contact the main corporate office by phone at

+1-815-227-****

. Explore Savant Wealth Management's company overview page for more information.

What is Savant Wealth Management's most common email format?

Savant Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Savant Wealth Management email formats with LeadIQ.

How many employees does Savant Wealth Management have currently?

Savant Wealth Management has approximately 501 employees as of November 2024. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Savant Wealth Management's key employees and leadership?

As of November 2024, Savant Wealth Management's key employees include:

Chief Compliance Officer: M. B.
Chief Communications Officer: L. B.
Chief Experience Officer: R. M.
Chief Information Officer: T. R.
Chief Compliance Officer: C. F.

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