NEW YORK, October 12, 2022 /PRNewswire/ — Wells Fargo Advisors announced Senior Portfolio Manager, Evan Savarick, has been promoted to Managing Director – Investments. This prestigious distinction is a recognition of his decade-long experience and performance in the financial services industry, including the impressive growth of over 300% of his practice across the Savarick Group. New York & South Florida offices in the last 3 years.
Evan’s team employs a client-centric approach, providing white-collar wealth management services, while always putting the best interest of their clients first. The team gets to know each of their clients personally, then creates and executes comprehensive investment strategies based on each client’s specific needs and financial goals. His holistic approach enables clients to achieve financial prosperity and feel more secure.
The Savarick Group of Wells Fargo Advisors partners with high net worth families and business owners from diverse backgrounds across the country. Additionally, Evan specializes in investment planning for healthcare professionals. He works directly with physicians and other medical professionals to create investment, planning and business strategies unique to his field.
“The growth and success of our team is a direct result of referrals from our happy customers,” said roy savirick, Evan’s father and Senior Vice President of Investments. “Our clients are multi-generational and place great trust in our team. They value our comprehensive approach to analyzing their finances, as well as our in-depth understanding of their unique investment plans, often involving estate planning strategies, business planning, tax planning and more”.
Evan Savarick He has a Master’s degree in Finance from Vanderbilt University and graduated valedictorian with a bachelor’s degree in Finance from the Burnett Honors College of the University of Central Florida. His study of financial markets began at a very young age, learning to analyze companies from his father. His love of helping people and finances is what led him to join Roy and his brother, Matthew, at The Savarick Group over a decade ago.
The Savarick Group focuses on asset management, estate planning, and succession planning, in addition to retirement planning, philanthropy, and more.
The Savarick Group team also includes Associate Financial Advisor, Molly Pacheco and Senior Client Associate, jennifer-harley. The Savarick Group of Wells Fargo Advisors offices are located at Fort Lauderdale, Florida at 350 East Las Olas Blvd. & New York at 280 Park Ave. TheSavarickGroup.com
About Wells Fargo Advisors
With $1.88 trillion in customer assets from March 31, 2022, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our extensive network of financial advisors, one of the largest in the country, serves investors through locations in all 50 states and the D.C.. Wells Fargo Advisors is part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest US wealth managers. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, SIPC members, separately registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2022. www.wellsfargoadvisors.com
The Investment and Insurance Products are:
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $1.9 trillion in assets, proudly serving one in three US households and more than 10% of US small businesses, and is the leading banking provider in the US mid-market. We provide a diversified set of banking, investment and mortgage products and services, as well as commercial and consumer finance, through our four reportable operating segments: Consumer Banking and Loans, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management . wells Fargo was ranked 37th in Fortune’s 2021 ranking of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable and inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-income economy. carbon. Wells Fargo news, insights and perspectives are also available on Wells Fargo Stories.
Additional information can be found at www.wellsfargo.com | Twitter: @WellsFargo
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, a member SIPC, a registered broker-dealer, and a non-bank affiliate of Wells Fargo & Company.
Wells Fargo Advisors associates referred to, when registered, are registered with Wells Fargo Clearing Services, LLC.
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