Savvy Advisors Caps Off 2023 Recruiting Spree with the Hiring of Experienced Financial Advisor Jacob DuBose

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Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Thursday, December 14, 2023
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Tags: 
Software, Personal Finance, Finance, Asset Management, Consulting, Professional Services, Technology, Fintech, Marketing, HNW, Growth, TIAA, Personal Capital, Savvy, RIA, Financial adviser, Empower
Geotags: 
NEW YORK, UNITED STATES, NORTH AMERICA, DUBOSE
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SAVVY ADVISORS, SAVVY ADVISORS INC., SAVVY
Summary
Key Points: 
  • Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc ., today announced that Jacob DuBose , CFP®, has been appointed as its newest principal wealth manager.
  • DuBose is the seventh financial advisor to join Savvy in the second half of 2023, as the firm continues its strong recruiting momentum.
  • During his six years at Empower, he was a senior financial advisor on the private client services team.
  • Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees.


Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Jacob DuBose, CFP®, has been appointed as its newest principal wealth manager. DuBose is the seventh financial advisor to join Savvy in the second half of 2023, as the firm continues its strong recruiting momentum. Anchored by Savvy Wealth’s proprietary platform, Savvy’s advisors can leverage a next-generation technology solution, complimented by back-office, operations, marketing and compliance support teams, that enable advisors to spend more time serving clients to scale their businesses.

DuBose joins Savvy after departing Empower (previously Personal Capital), where he led a team that managed more than $425 million in assets for nearly 300 high-net-worth (HNW) individuals and families, business owners and trusts. During his six years at Empower, he was a senior financial advisor on the private client services team. As a principal wealth manager at Savvy, the Denver-based DuBose will serve affluent and HNW clients who he calls “the millionaire next door,” by delivering holistic advice regarding his clients’ full financial picture, while also working with experts to assist with tax, estate and healthcare planning.

“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,” said DuBose. “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.”

Prior to Empower, DuBose spent nearly 10 years as a senior financial consultant at TIAA-CREF where he specialized in financial planning, while earning his CFP® certification in 2019. At Savvy, DuBose will have access to an all-in-one platform that allows him to leverage his deep financial planning background to provide customized advice. Savvy Wealth’s AI-powered platform brings daily workflows into an intuitive, user-friendly dashboard, in addition to automating and streamlining processes like new account onboarding, client portfolio recommendations, ongoing financial planning and personalized communications across multiple marketing channels. Savvy’s advisors also have access to Savvy Wealth’s proprietary direct indexing solution that enables the delivery of tax-efficient, values-aligned portfolios.

“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."

Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees. DuBose’s hiring at Savvy closely follows the addition of John Khoury and Maya Joelson as principal wealth managers, joining a growing team of advisors from top firms, including Michael Most, Frank Remund, Erich Yost and Ryan Bond. Advisors who are interested in joining Savvy can view the firm’s open roles.

About Savvy

Savvy is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software and sales and marketing automation. Savvy’s proprietary technology empowers advisors to help scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

Neither Savvy Wealth nor Savvy Advisors compensates, directly or indirectly, for testimonials provided herein. Testimonials are not provided by clients however testimonials represent a conflict of interest as individuals may indirectly benefit from the endorsement they have provided.

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