Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, has added Donovan Sanchez as a financial advisor in its Peoria office.
Sanchez joined Savant in January and is a member of the firm’s Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.
He recently completed the Series 65, Uniform Investment Adviser Law Examination, which qualifies him as an investment professional to function as an investment advisor in specific states. The exam is administered by the Financial Industry Regulatory Authority and covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies, and fiduciary responsibilities.
Sanchez has been involved in the financial services industry since 2016. Prior to joining Savant, he was a financial advisor with a national insurance company. He earned a bachelor’s degree in teaching with minors in business management and Spanish from Brigham Young University.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
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