Renewed Emphasis of the Group's Mission aiming
to provide financial security and literacy for Highly Skilled
Professionals
NEW
YORK, Jan. 12, 2023 /PRNewswire/ -- The Savarick
Group of Wells Fargo Advisors unveiled its practice concentration
that focuses specifically on the financial needs of medical
professionals.
Evan Savarick, Managing Director
– Investments and Senior Portfolio Manager, provides industry
specific financial insights to medical professionals. This includes
asset and liability protection, investment management, student debt
strategies, retirement planning, tax planning strategies, and
practice incorporation.
This medical concentration has been a part of The Savarick Group
for nearly a decade. "Nearly half our clients are in the medical
field and this client base has grown substantially via referrals
from one doctor to another. This will allow us to further cultivate
current client relationships and expand resources for future
clientele," said Savarick.
Evan continues, "We realized there was a substantial unmet need,
as medical professionals often don't receive any formal financial
education. For many, over a decade of their lives is spent learning
their craft, and essentially none of that time is focused on
financial literacy. Our team takes this opportunity to educate and
empower them."
The Savarick Group employs a client-centric approach - providing
white glove wealth management services, while always prioritizing
their clients' best interest. The team gets to know each of their
clients personally, then builds and executes comprehensive
investment plans and investment strategies founded on each client's
specific financial goals and needs. Their holistic approach is
designed to empower clients to feel more confident and achieve
financial prosperity.
"We pride ourselves in taking exceptional care of all of our
clients and their families," said Savarick. "We feel privileged to
have the opportunity to care for to those who work so diligently to
maintain our health and wellbeing."
The Savarick Group team includes Evan
Savarick and Roy Savarick,
Senior Vice President - Investments, along with Molly Pacheco, Associate Financial Advisor,
Matthew Savarick, Senior Registered
Client Associate and Jennifer
Harley, Senior Client Associate.
About Wells Fargo Advisors
Investment and Insurance
Products:
|
|
• NOT FDIC Insured
|
• NO Bank Guarantee
|
• MAY Lose Value
|
With $1.88 trillion in client assets
as of March 31, 2022, Wells Fargo Advisors provides
advice and guidance to help clients
maximize all aspects of their financial
lives. Our vast network of
financial advisors, one of the nation's largest,
serves investors through locations in all 50 states
and the District of Columbia. Wells Fargo
Advisors is a part of Wells Fargo Wealth & Investment
Management (WIM), a division within Wells Fargo & Company and
one of the largest wealth
managers in the U.S. WIM provides financial products and services
through various bank and brokerage affiliates of Wells
Fargo & Company. Wells Fargo Advisors is a trade name used by
Wells Fargo Clearing Services, LLC and Wells Fargo
Advisors Financial Network,
LLC, Members SIPC, separate registered broker-dealers and non-bank
affiliates of Wells Fargo & Company. All data
includes Wells Fargo Clearing Services, LLC and Wells Fargo
Advisors Financial Network, LLC, as of March
31, 2022. www.wellsfargoadvisors.com
Wells Fargo & Company
(NYSE: WFC) is a leading financial services company $1.9 trillion in assets, proudly serves one in 3
U.S. households and more than 10% of small businesses in the U.S.,
and is the leading middle market banking provider in the U.S., We
provide a diversified set of banking, investment and mortgage
products and services, as well as consumer and commercial finance,
through our four reportable operating segments: Consumer Banking
and Lending, Commercial Banking, Corporate and Investment Banking,
and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune's 2021 rankings
of America's largest corporations. In the communities we serve, the
company focuses its social impact on building a sustainable,
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Wells Fargo Stories. Additional information may be found at
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Contact Information
Shea Leordeanu
Wells
Fargo
Advisors
Shea.Leordeanu@wellsfargoadvisors.com
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SOURCE Wells Fargo Advisors