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FUNDRAISING NEWS | February 04, 2025
Tags: Personnel, Financial Advisor Move
Savvy Wealth announced that it has hired a new chief growth officer and added advisor teams in Reno, NV, and Wichita, KS, representing a combined $400M in serviced client assets.
David Weiner brings over 20 years of sales, growth, and marketing leadership experience from David Energy, Tekmetric, Sales Impact Academy, Electric, and Compass. As CGO, Weiner will be responsible for driving recruitment efforts for experienced advisors.
Alongside Weiner’s recruitment, Savvy also incorporated nearly $300M to its total AUM with its addition of Reno, NV-based wealth advisory team Universal Value Advisors (UVA) led by co-founders Robert Barone and Joshua Barone, and another $100M in client assets through its recruitment of Wichita, KS-based advisor Jason Craine. UVA joins Savvy’s network after departing Farther last year, while Craine joins from Mariner Wealth Advisors, where he most recently served as senior wealth advisor.
Savvy Wealth said it tripled its number of advisors and quadrupled its net AUM to over $1B in 2024.
Written By: Dakota
January 02, 2025
October 08, 2024
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