Brad Morgan Headlines Next Cohort of Financial Advisors to Join Savvy Advisors
With the addition of six new financial advisors, Savvy Advisors now employs 30 wealth managers overseeing more than $700 million in client assets
NEW YORK--(BUSINESS WIRE)--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.
“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.”
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”).
Contacts
Media Contact:
StreetCred PR
savvy@streetcredpr.com
Will Ruben
847-208-8289
william@streetcredpr.com
Meaghan McNicho
l412-720-3777
meaghan@streetcredpr.com
Brad Morgan Headlines Next Cohort of Financial Advisors to Join Savvy Advisors
With the addition of six new financial advisors, Savvy Advisors now employs 30 wealth managers overseeing more than $700 million in client assets
NEW YORK--(BUSINESS WIRE)--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.
“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.”
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”).
Contacts
Media Contact:
StreetCred PR
savvy@streetcredpr.com
Will Ruben
847-208-8289
william@streetcredpr.com
Meaghan McNicho
l412-720-3777
meaghan@streetcredpr.com
