Brad Morgan Headlines Next Cohort of Financial Advisors to Join Savvy Advisors
2024年7月25日 - 10:08PM
ビジネスワイヤ(英語)
With the addition of six new financial
advisors, Savvy Advisors now employs 30 wealth managers overseeing
more than $700 million in client assets
Savvy Advisors Inc. (herein “Savvy” or “Savvy
Advisors” or “the firm”), a registered investment advisor (RIA)
affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today
announced the hiring of six new wealth managers: Brad Morgan,
CFP®; Alex Austin, CFP®,
WMS℠; Brian Boswell, CFP®; Colin Farr,
CFP®; J. Nick McLaughlin; and Michaela
Sullivan, CFP®. Leveraging Savvy Wealth’s
proprietary technology-powered advisor platform, the firm’s
advisors are empowered to scale their practice and provide
high-net-worth clients with a modern experience.
Morgan joins Savvy from Mariner Wealth Advisors, where his team
managed more than $300 million in client assets. He specializes in
serving current and former Procter & Gamble (P&G) employees
and helping them navigate the complexities of the company’s unique
compensation and retirement options. Morgan’s move to Savvy cements
the firm as a platform complete with solutions that can support
advisors with large client bases and high assets under management
(AUM).
Prior to his decade-long tenure as an advisor, Morgan was a
senior engineer at P&G, and comes from a multi-generational
P&G family. Bringing his practice to Savvy, he reunites with
former Mariner colleague Nate Kunkel, CFP®. The duo
has vast experience in solving various tax, charitable, stock
option, estate, income and investment planning needs of P&G
employees, and will continue to focus on serving P&G executives
and staff.
“Savvy is truly a client-first advisory firm, and I’m thrilled
to be a part of the talented team that’s forging the future of
wealth management,” said Morgan. “Savvy enables me to excel
in guiding my clients through myriad complex financial
decisions.”
Savvy has unlocked the power of artificial intelligence
(AI) to successfully automate tedious middle and back-office tasks,
augment marketing and prospecting, and streamline traditionally
manual, time-consuming processes. By using Savvy Wealth’s
all-in-one technology stack, Savvy has proven to be a welcome home
for advisors looking to build out their own independent practice.
Below is more information on its newest advisors.
- Based in Denver, Farr and Sullivan join Savvy as a team after
departing from Charles Schwab where both held the title of Vice
President, Financial Consultant. Farr spent his last 14 years at
Schwab, while Sullivan has spent her whole nine-year career there.
Focusing on serving individuals and families with generational
wealth, the duo joined Savvy to spend more time with clients and
help them build tax-optimized, personalized financial plans and
investment portfolios.
- With nearly 20 years of experience in financial services,
Austin, who has recently relocated to Michigan, has moved his
practice to Savvy after spending more than three years as financial
planner & lead advisor at Insight Wealth Strategies. He
specializes in working with clients who are in the accumulation
stage of their lives and are seeking professional guidance in
financial planning, retirement planning and investment
management.
- Formerly of LPL Financial, Schwab and, most recently, Oakwell
Private Wealth Management, the Austin, Texas-based Boswell has been
an advisor for nearly two decades. He serves a niche clientele of
female physicians and business owners, and chose Savvy for its
ability to help him better market his services to targeted
prospects. Additionally, he plans to build out his retirement plan
advisory business as he believes it is an underserved market for
business owners who need help managing corporate 401(k) plans.
- McLaughlin joined Savvy in search of opportunities to provide
his clients with a more tech-forward experience. With nearly 25
years of time spent in private wealth management, McLaughlin serves
a client base that is largely made up of millennials and Gen Xers
who are still building their net worth. Serving as the director of
fundraising at Wiseburn Education Foundation, he is passionate
about educational programs in his community.
“By continuing to grow our team of advisors, Savvy is increasing
our opportunity to deliver an outstanding experience to clients
nationwide. We take that challenge very seriously,” said Ritik
Malhotra, founder and CEO of Savvy Wealth. “The growth
of our RIA in just two years has been staggering. I’m energized by
our ability to deploy AI technology and support services that
independent advisors need to dramatically expand their
businesses.”
Recently surpassing $700 million in AUM, Savvy is actively
recruiting advisors to join its technology-driven firm. Please
visit the firm’s website for more information on open
roles and its solutions for advisors.
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.
The views and opinions expressed herein are those of the
speakers. Savvy does not provide compensation to its advisors for
testimonials. 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”).
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Media Contact: StreetCred PR savvy@streetcredpr.com Will
Ruben 847-208-8289 william@streetcredpr.com Meaghan McNichol
412-720-3777 meaghan@streetcredpr.com