Savvy
Jacqueline Tully is a Growth Specialist at Savvy Wealth, a digital-first platform for financial advisors. Prior to this role, Jacqueline Tully served as Lead Bartender at Mountain Madre and General Manager at St. James Gate | Loft Nightclub. Jacqueline Tully also has experience as a Training Manager at Loggerhead's Beach Grill.
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Savvy
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.