Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers
June 27 2024 - 9:08AM
Business Wire
Growing team of advisors have access to Savvy
Wealth’s proprietary technology designed to enhance the
client-advisor relationship and improve advisor productivity
Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the
firm”), a registered investment advisor affiliated with Savvy
Wealth, Inc. (“Savvy Wealth”), today announced that four new
wealth managers have joined the firm. With a growing presence
across the U.S., Savvy now employs 24 financial advisors who
collectively manage more than $600 million in assets under
management (AUM). Specializing in technology-driven wealth
management, Savvy arms its wealth managers with a purpose-built,
fully integrated platform to deliver a more seamless client
experience.
The four new wealth managers can now use Savvy’s all-in-one,
artificial intelligence (AI)-powered platform to serve the
holistic financial needs of high-net-worth clients. Savvy Wealth’s
technology automates and streamlines processes like new account
onboarding, ongoing financial planning and personalized
communications across multiple marketing channels. The firm’s
technology stack also includes an in-house investment management
program, Savvy Wealth Investment Management, and a
proprietary direct indexing solution.
“At Savvy, we use next-generation technology to improve advisor
efficiency and provide clients with a modern, tech-forward
experience,” said GinaRose Galli, growth leader at Savvy
Wealth. “A key part of our success is partnering with
accomplished wealth managers who are committed to providing their
clients with the best possible service. In my opinion, our
expanding advisor team solidifies Savvy as one of the
fastest-growing, technology-led advisory firms in the
industry.”
The latest additions to Savvy’s team of seasoned advisors
include:
- Adam Dean – Based in Sioux City, Iowa, Dean provides
customized wealth management services to clients from a variety of
backgrounds including physicians, university professors and small
business owners. As a part owner of Siouxland United FC, a
semi-professional soccer league in Iowa, Dean has vast experience
serving athletes. Throughout his career, he has worked as an
advisor at leading firms including Morgan Stanley and Baird, and
has developed expertise in comprehensive financial planning,
investment management, retirement strategies, estate planning, and
tax optimization. Dean is heavily involved in the local community,
serving on boards for the American Red Cross North West Iowa North
East Nebraska chapter and the Sioux City Housing Trust Fund
organization, while also sitting on the Siouxland Chamber Board as
Ambassador representative.
- Nate Kunkel, CFP® – Kunkel comes to Savvy with nearly a
decade of financial services experience. Located in the greater
Cincinnati area, he spent the last six years at Mariner Wealth
Advisors where his team managed over $300 million in AUM. Kunkel
primarily works with a client base composed of current or former
employees of Procter & Gamble. With a strong focus on providing
a positive client experience, Kunkel offers a comprehensive range
of services including investment management, financial planning and
analysis, retirement planning and more.
- Brian Mills – Operating out of Los Angeles, Mills is a
well-established advisor with experience providing tailored wealth
planning, customized downside protection solutions, and portfolio
management services to ultra-high-net-worth clients. Mills began
his career as an internal wholesaler with Lincoln Financial and
spent the last six years at Lido Advisors where he most recently
held the title vice president of wealth management. Mills is
committed to protecting his clients’ legacies, while targeting
asset growth in tactical ways, and, ultimately, providing the
blueprint for building and preserving generational wealth. As he
settles into his new role at Savvy, Mills plans to pursue the
Chartered Retirement Planning Counselor (CRPC®) designation to
deepen his ability to help his clients refine a roadmap for
retirement. Passionate about financial literacy and broadening
access to financial advice, Mills is involved in the LA chapter of
College Track, an organization that serves students from low-income
communities who will become the first in their family to graduate
from college.
- Albert Pinedo, CPWA® – Located in the Greater Tampa Bay
area, Pinedo specializes in advanced equity analysis, portfolio
management and financial planning for clients on a global scale.
Pinedo started his wealth management career in Latin America and
spent the last 12 years working for Marketwise Asset Management in
the U.S. He primarily serves affluent business owners and corporate
executives who are affiliated with the technology and financial
services industries. With over 20 years of industry experience,
Pinedo earned his Certified Private Wealth Advisor® (CPWA®)
designation and is well equipped to offer guidance on a variety of
topics including tax optimization, charitable giving, estate
planning, and wealth transfers.
“Every opportunity we have to introduce new wealth managers is
an important moment in Savvy Wealth’s journey to reshape the wealth
management industry,” added Ritik Malhotra, co-founder
and CEO of Savvy Wealth. “We are constantly looking for
talented wealth managers who are committed to their craft and
dedicated to doing right for their clients. Adam, Nate, Brian and
Albert will fit seamlessly into the team that we have been
intentionally building over the last few years. We look forward to
continued growth and success with these four onboard!”
Since its founding in 2021, Savvy has been actively recruiting
advisors to its ranks. Over the last three months alone, the firm
has also welcomed Chase Austin, Josh Branham,
Louis Green, Scott Eichler, David Gottlieb,
Aaron Wiegman, Arynton Hardy, and Dustin
Parsons to its team of wealth managers. Those who are
interested in joining Savvy can view the firm’s open
roles.
About Savvy
Savvy Wealth is a digital-first, multi-custodial
technology platform for financial advisors centered around
modernizing human-generated financial advice. Wealth managers who
partner with Savvy Advisors leverage its intentionally built,
integrated technology platform to help supercharge organic growth
with enhanced software, and sales and marketing automation. Savvy
Wealth’s proprietary technology empowers wealth managers to scale
revenue faster and spend more time focused on growth. Follow Savvy
on LinkedIn to stay up to date on the latest company news
and updates.
Artificial intelligence (“AI”) used on Savvy Wealth’s advisor
platform is not intended to replace human advice. The AI technology
efficiently automates and streamlines processes like new account
onboarding, ongoing financial planning and personalized
communications across multiple marketing channels. The AI is not
intended to interact with retail clients of Savvy Advisors, nor
does the AI provide client-facing investment advice or investment
decisions.
Savvy does not provide compensation for advisor endorsements;
however, endorsements represent a conflict of interest as advisors
may indirectly benefit from the endorsement they have provided.
Savvy Wealth, Inc. is a tech company and the parent company of
Savvy Advisors, Inc. All advisory services are offered through
Savvy Advisors, Inc., an investment advisor registered with the
Securities and Exchange Commission (“SEC”).
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240627391232/en/
Media Contact: StreetCred PR savvy@streetcredpr.com
Will Ruben 847-208-8289 william@streetcredpr.com
Meaghan McNichol 412-720-3777 meaghan@streetcredpr.com