Peoria, IL (December 20, 2010) – Savant Capital Management, a nationally recognized fee-only wealth management firm with offices in Peoria, is pleased to announce Julie Dreesen has joined the team in Peoria as a Financial Advisor.
Dreesen will be responsible for managing all aspects of the financial planning and investment process for clients. She will routinely meet with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. Dreesen brings with her more than 30 years of experience in the financial services industry and has earned the Series 7, 66 and 31 Licenses. In addition, she holds the State of Illinois Life, Health and Variable Annuities Insurance license. Prior to joining Team Savant, Dreesen was a Financial Advisor for Morgan Stanley Smith Barney. In addition to her wealth management expertise, Dreesen has a strong background in banking. Previously, she owned a financial consulting firm that specialized in acquiring bank financing and she spent much of her career holding several banking positions.
Dreesen earned a bachelor’s degree in economics from Knox College in Galesburg, IL. She is active in the community as a member of the Economic Development Council’s Edge Committee. In addition, she is an Emblem Club member. Previously, Dreesen was a board member of the East Peoria Chamber of Commerce, Easter Seals, Heart of Illinois Big Brothers Big Sisters and Bradley Braves Club.
About Savant Capital Management, Inc.
Savant Capital Management, Inc. offers investment management, financial planning, and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.
Savant is regularly recognized among the top wealth managers in the United States. Savant was named the top independent advisor in Illinois by Chicago Magazine. Savant was named by Barron’s magazine as one of the 100 best independent financial advisors in the United States for the last four consecutive years. For the past seven years, Savant earned a place on Bloomberg Wealth Manager’s Top Wealth Managers list. Savant also was recognized as one of the nation’s top 100 financial advisors by Worth magazine from 1997 through 2008; the survey was discontinued in 2009. Additionally, Inc. magazine named the firm as the fastest growing Registered Investment Advisor in Illinois. For more information on Savant Capital Management, log-on to http://www.savantcapital.com/.
Savant Capital Management, Inc. is a Registered Investment Advisor. This announcement is only intended for interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact the Advisor to find out if they are qualified to provide investment advisory services in the state where you reside. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the Advisor’s services and includes lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized Advisor. The Advisor does not attempt to furnish personalized investment advice or services through this publication. Past performance is no guarantee of future results.