Evan Savarick promoted to Chief Investment Officer

NEW YORK, October 12, 2022 /PRNewswire/ — Wells Fargo Advisors has announced lead portfolio manager, Evan Savarick, was promoted to General Manager – Investments. This prestigious distinction is in recognition of his ten years of experience and performance in the financial services industry, including the impressive growth of more than 300% of his practice throughout the Savarick group. New York City & South Florida offices over the past 3 years.

Evan’s team uses a client-centric approach – providing top-notch wealth management services, while always putting the best interests of their clients first. The team gets to know each of their clients personally, then develops and executes comprehensive investment strategies based on each client’s specific financial goals and needs. Their holistic approach enables clients to achieve financial prosperity and feel more confident.

The Savarick Group, of Wells Fargo Advisors, partners with wealthy families and business owners from diverse backgrounds across the country. Additionally, Evan specializes in investment planning for healthcare professionals. He works directly with physicians and other healthcare professionals to create investment, planning and business strategies unique to their field.

“The growth and success of our team is a direct result of recommendations from our satisfied customers,” said Roy Savarick, Evan’s father and Senior Vice President – Investments. “Our clients are multi-generational and place great trust in our team. They value our comprehensive approach in analyzing their finances, as well as our in-depth understanding of their unique investment plans, often involving estate planning strategies, business, tax planning and more.”

Evan Savarick holds a master’s degree in finance from Vanderbilt University and graduated farewell with a bachelor’s degree in finance from Burnett Honors College in the University of Central Florida. His study of financial markets began at a very young age, learning to analyze businesses from his father. His love of helping people and finances led him to join Roy and his brother, Matthew, at the Savarick Group over ten years ago.

The Savarick Group focuses on asset management, wealth planning and succession planning, in addition to retirement planning, philanthropy and more.

The Savarick Group team also includes an Associate Financial Advisor, Molly Pacheco and Senior Account Manager, Jennifer Harley. The offices of the Savarick Group of Wells Fargo Advisors are located at Fort Lauderdale, Florida at 350 East Las Olas Blvd. & New York City at 280 Park Ave. TheSavarickGroup.com

About Wells Fargo Advisors

With $1.88 trillion in customer assets at March 31, 2022, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial life. Our extensive network of financial advisors, one of the largest in the nation, serves investors through locations in all 50 states and the District of Colombia. Wells Fargo Advisors is part of Wells Fargo Wealth & Investment Management (WIM), a division of Wells Fargo & Company and one of the largest wealth managers in the United States. WIM provides financial products and services through various banks and brokerage firms affiliated with Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, SIPC members, 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, at March 31, 2022. www.wellsfargoadvisors.com

The investment and insurance products are:

  • Not insured by the FDIC or any federal government agency
  • It is not a deposit or other obligation of, or guaranteed by, the bank or any affiliate of the bank
  • Subject to investment risks, including possible loss of invested capital

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company with approximately $1.9 trillion of assets, proudly serves one in three American households and more than 10% of small businesses in the United States, and is the leading provider of middle market banking services in the United States. We provide a diverse set of banking, investment and mortgage products and services, as well as consumer and commercial credit, through our four reportable operating segments: Retail Banking and Lending, Services Corporate Banking, Corporate and Investment Banking, and Wealth and Investment Management. well Fargo ranked #37 in Fortune’s 2021 ranking of America’s largest companies. In the communities we serve, the company focuses its social impact on building a sustainable and inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy. carbon. Wells Fargo news, insights and insights are also available at Wells Fargo Stories.
Additional information can be found at www.wellsfargo.com | Twitter: @WellsFargo

Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank subsidiary of Wells Fargo & Company.

Referenced Wells Fargo Advisors Associates, when registered, are registered with Wells Fargo Clearing Services, LLC.

©2022 Wells Fargo Clearing Services, LLC. All rights reserved.

Contact Information

Shea Leordeanu
Wells Fargo Advisors
[email protected]

SOURCE Wells Fargo Advisors

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