Savvy Advisors has hired an experienced industry professional who led a $425 million team at Empower as its newest principal wealth manager.
Jacob DuBose was with his previous firm for six years serving around 300 high-net-worth individuals and families, business owners, and trusts. He becomes Savvy’s seventh new hire during the second half of 2023.
His career in financial services includes almost 10 years as a senior financial consultant at TIAA-CREF, focusing on financial planning and earning his CFP certification.
“As I considered the next phase of my career, it was important for me to continue to pursue my passion for managing the wealth of individuals and families,” he said. “Savvy offered everything I was looking for. I wanted to go independent in a smart way, by selecting a firm with a comprehensive infrastructure to support growth. Savvy gives me the flexibility to provide financial advice my way, while serving clients’ unique needs.”
Savvy Advisors recently added two principal wealth managers in the Philadelphia area as it continues to build its footprint and attract advisors to its proprietary technology platform. The firm launched in 2021.
“As we continue to onboard successful advisors like Jake, it motivates our team to keep finding new and innovative ways to provide a welcome home for advisors who are seeking independence on their terms," said Ritik Malhotra, co-founder and CEO of Savvy Wealth. "Investors of today, and clients of tomorrow, deserve a modern, tech-forward relationship with their advisor. By listening to our growing team of advisors and building products around their needs, we will expand our offering to empower advisors with everything they need to help them provide an unforgettable client experience."
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
