熊猫视频 Welcomes David Savage as a Financial Advisor for the Wealth Management Team
熊猫视频听is pleased to welcome David Savage to the Wealth Management team as a Financial Advisor. He will be based out of the firm鈥檚 Vero Beach, Florida office where he will guide clients with their financial planning, collaborate with other 熊猫视频 teams to develop financial roadmaps, and take primary responsibility for all aspects of the client relationships. 听
鈥淒avid鈥檚 impressive experience as financial planner is a testament to his extensive history in the banking industry,鈥 said Ryan Sullivan, Principal and Managing Director of Wealth Management at 熊猫视频. 鈥淗is dedication and passion for helping people and placing them in the best position to accomplish their financial goals will be deeply beneficial to 熊猫视频 and our clients.鈥听
Savage began his 24 year career in the finance industry at Bank of America.听 During his tenure at BOA he worked as a Branch Manager, a Premier Banker and spent the larger portion of his career as a Wealth Management Banker for Merrill Lynch where he worked with the financial advisors and their clients in building a pathway for financial confidence.听 In 2016, he began working with SunTrust, now Truist as a Client Advisor heading up their Wealth Division on the Treasure Coast. He was tasked to rebrand SunTrust Private Wealth, show the value add to his line of business partners, and work his center of influences to establish an affluent book of business.听听
鈥淚 have always had a passion in working with clients and provide them with the tools they need for being financially confident,鈥 Savage said.听 鈥淚 like to view a clients balance sheet holistically, have their goals, needs and wishes in mind all while nurturing a personal relationship.听 I鈥檓 excited to take on this position as a 熊猫视频 Wealth Management | Financial Advisor and continue building the 鈥渞ight fit鈥 relationship one client at a time.鈥澨听
Savage is a graduate of Adelphi University with a bachelor鈥檚 degree in business administration and a minor in human resources.听
To learn more about 熊猫视频, the team or its services, visit rehmann.com.听