Tom Savelli, CFP® is a seasoned financial professional with extensive experience in institutional consulting, retirement, and investment practices. Currently serving as Principal in the Institutional Consulting - Retirement & Investments Practice at Mercer since 2022, Tom previously held the position of Vice President & Director of Workplace Financial Services and Asset Management Solutions at Charles Schwab from 2015 to 2022. Prior to that, Tom worked as an Institutional Consultant at Graystone Consulting within Morgan Stanley from 2012 to 2015 and served as a Senior Analyst in Corporate Treasury at BNY Mellon from 2008 to 2012. Tom holds a Master of Business Administration in International Business from the Crummer Graduate School of Business at Rollins College and a Bachelor’s Degree in Finance from the University of Central Florida.
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