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Savant Wealth Management Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

Savant Wealth Management is a financial services firm and registered investment adviser headquartered in Rockford, Illinois. The company employs between 501 and 1000 people. Its services span investments, financial planning, tax management, estate planning, private trusts, family wealth transfer, accounting services, and retirement plan services. The firm emphasizes unbiased advice and a process-driven approach aimed at helping clients achieve their stated goals. The company has expanded through acquisitions and partnerships, including the acquisition of Source Financial Advisors in 2024, the acquisition of Desmondwealth in 2026, and a partnership with Exencialwealth Advisors in 2026.

Find Savant Wealth Management employees' phone numbers or email addresses

Savant Wealth Management Global Highlights

Location
Employees

North America
777

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  • United States Of America
    777

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Savant Wealth Management's Leadership

  • Chief Financial Officer at Savant Wealth Management
    D. R.
    Chief Financial Officer
    Mobile Phone
  • Chief People Officer at Savant Wealth Management
    D. H.
    Chief People Officer
    Mobile Phone
  • President at Savant Wealth Management
    L. R. R.
    President
    Mobile Phone
  • President at Savant Wealth Management
    P. Z.
    President
    Mobile Phone
  • Founder, Partner at Savant Wealth Management
    R. F.
    Founder, Partner
    Mobile Phone
  • Owner-Member * Financial Advisor * Team Lead at Savant Wealth Management
    J. C.
    Owner-Member * Financial Advisor * Team Lead
    Mobile Phone
  • Owner/Fiduciary Wealth Advisor at Savant Wealth Management
    P. C.
    Owner/Fiduciary Wealth Advisor
    Mobile Phone
  • Financial Advisor & Member Owner at Savant Wealth Management
    J. C. C.
    Financial Advisor & Member Owner
    Mobile Phone

Savant Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Administrative
  • Accounting
  • Marketing
  • Other
  • Information Technology
  • Banking
  • Community & Social Services
  • Entrepreneurship

Contact profiles from Savant Wealth Management

Name
Title
Contact
Location
Last Update
  • Director Of Information Technology at Savant Wealth Management
    M. M.
    Director Of Information Technology
    Mobile Phone
    Jul 10, 2024
  • Senior Director Of Wealth Transfer at Savant Wealth Management
    M. C.
    Senior Director Of Wealth Transfer
    Mobile Phone
    Jun 08, 2026
  • Strategic Initiatives Manager at Savant Wealth Management
    A. V.
    Strategic Initiatives Manager
    Mobile Phone
    Jun 26, 2026
  • Due Diligence, Onboarding, And Integration Manager at Savant Wealth Management
    M. M.
    Due Diligence, Onboarding, And Integration Manager
    Mobile Phone
    Jun 24, 2026
  • Lead Portfolio Accountant at Savant Wealth Management
    D. S.
    Lead Portfolio Accountant
    Mobile Phone
    May 31, 2025
  • Regional Manager, Client Services at Savant Wealth Management
    C. C.
    Regional Manager, Client Services
    Mobile Phone
    Jul 20, 2026
  • Manager, T&c at Savant Wealth Management
    D. F.
    Manager, T&c
    Mobile Phone
    Jan 28, 2026
  • Lead Operations Analyst at Savant Wealth Management
    C. K. P. Z.
    Lead Operations Analyst
    Mobile Phone
    Oct 18, 2024
  • Tax Manager at Savant Wealth Management
    C. S.
    Tax Manager
    Mobile Phone
    Oct 23, 2024
  • Applications Support Manager at Savant Wealth Management
    F. H.
    Applications Support Manager
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Savant Wealth Management known for?

Minus sign iconPlus sign iconSavant Wealth Management was founded in 1986 and operates in the Financial Services industry. You can contact Savant Wealth Management's 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?

Minus sign iconPlus sign iconSavant Wealth Management employees' email format typically follows the pattern of FLast@savantwealth.com. 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?

Minus sign iconPlus sign iconSavant Wealth Management has approximately 664 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of August 2026, Savant Wealth Management's key employees include:

  • Chief Financial Officer: D. R.
  • Chief People Officer: D. H.
  • President: L. R. R.
  • President: P. Z.
  • Founder, Partner: R. F.

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