Savant Wealth Management
Ryan Davison, FPQP®, CRPC®, currently serves as the Client Services Team Leader at Savant Wealth Management since September 2022, previously holding the role of Client Services Representative II. Prior experience includes working as a Pro Forme™ Concierge at Forme Financial, where Ryan contributed to various projects for a startup focused on wealth management for doctors. At Edelman Financial Engines, Ryan supported four financial planners and managed client service for approximately 2,000 clients with around $2 billion in assets under management. Additional roles include Research Associate at TitanHouse, Financial Advisor at Northwestern Mutual, Annual Giving Call-Center Supervisor at the University of North Carolina at Greensboro, and President of the Sigma Phi Epsilon North Carolina Omicron Chapter. Ryan earned a Bachelor’s of Science in Business Administration from the University of North Carolina at Greensboro in 2016.
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Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.