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.
This person is not in any teams
This person is not in any offices