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Savant Wealth Management
Tel: 205-208-8700 101 25th Street North Birmingham, AL 35203
Wise Counsel
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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Our Team

Patti
Patti Black
CFP®, CSA®

Patti Black, a financial advisor in Savant's Birmingham, Alabama, office, helps individuals and families navigate wealth planning with a focus on aligning financial decisions with personal values. Patti draws on her experience as part of the "sandwich generation," which shaped her insight into the financial and emotional pressures clients often face while supporting aging parents and children at the same time.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Senior Advisor (CSA®), Patti guides clients through comprehensive financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.

Patti has worked in the financial services industry for more than 30 years. She previously served as a partner at Bridgeworth before it joined Savant in 2023.

Patti is active in professional and community organizations. She is a board member for 100 Shares Birmingham (a women's charitable giving group) and a member of the Financial Planning Association of North Alabama and the Kiwanis Club of Birmingham. Her insights appear in national media outlets such as Forbes, Barron's, Kiplinger's, U.S. News & World Report, Financial Planning magazine, InvestmentNews, MarketWatch, and Real Simple.

She earned a bachelor's degree in human environmental sciences from the University of Alabama, graduating magna cum laude. She and her husband Doug have adult twins, Anna and Luke.

Laura
Laura Rhoades
CFP®

Laura Rhoades is a financial advisor in Savant's Birmingham, Alabama, office, where she helps individuals and families build clarity in their financial future through comprehensive planning. Laura is committed to helping create clear, personalized strategies that address the realities of life's unpredictability and the needs of each client she serves.

As a CERTIFIED FINANCIAL PLANNER® professional, Laura works across every area of financial planning, including wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Laura has worked in the financial services industry since 2006, including her time as a financial advisor at Bridgeworth before it joined Savant in 2023. She is a member of the Financial Planning Association of North Alabama, the Walker County Chamber of Commerce, and The Collective, which is an initiative of the Walker Area Community Foundation. She also supports families in her hometown of Jasper through the Pregnancy Test and Resource Center.

She earned a bachelor's degree in consumer sciences with an emphasis on family financial planning and counseling, along with a minor in history, from the University of Alabama, graduating summa cum laude.

Laura and her husband, Alan, have three children and are active members of Zion Rest Primitive Baptist Church. She loves playing pickleball, listening to audiobooks, and coaching her daughter’s recreational soccer teams for the past two years.

David
David LeCompte
CFP®, CRPC®

David LeCompte serves as a financial advisor in Savant's Birmingham, Alabama, office, where he helps clients navigate all aspects of financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), he focuses on wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, income optimization, insurance analysis, debt management, and education funding.

Before joining Savant, David worked as a financial advisor at Bridgeworth from 2012 until 2023, when the firm joined with Savant. He is an active member of the Financial Planning Association of North Alabama and the Hoover-Metro Kiwanis Club. He also serves on the boards of the Community Food Bank of Central Alabama and Magic Moments.

David earned a bachelor's degree in finance from Troy University in Alabama. A native of Enterprise, Alabama, he attends the Church of the Highlands - Riverchase campus. Outside of work, he enjoys playing golf and spending time with his wife, Stephanie, and dog, Money.

Taylor
Taylor Brown
CFP®

Taylor Brown serves as a financial advisor in Savant's Birmingham, Alabama, office, where he focuses on helping physicians and business professionals build clarity and confidence in their financial future. A CERTIFIED FINANCIAL PLANNER® professional, Taylor guides clients through comprehensive financial planning, including wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

He entered the financial services industry in 2014 and began working at Savant when Bridgeworth joined the firm in 2023. His leadership extends beyond the office. He serves as chair of the Financial Planning Association of North Alabama and remains active in the Birmingham community as a member of the Rotaract Club of Birmingham. The Birmingham Business Journal recognized him as one of the 2019 Rising Stars of Money1 and as a 2020 NextGen BHM2 award winner.

Taylor earned a bachelor's degree in biomedical sciences with a minor in business from Auburn University in Alabama. He and his wife, an internal medicine-pediatric physician at the University of Alabama at Birmingham, live in Vestavia with their two daughters.

Jeris
Jeris Gaston
CFP®, M.Phil.

Jeris Gaston is a financial advisor in Savant's Birmingham, Alabama, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps families and individuals navigate comprehensive financial planning with a focus on wealth transfer, philanthropy, proactive income and estate tax planning, retirement income strategies, and education funding.

Jeris joined the financial services industry in 2007 and advanced as an advisor and partner at Bridgeworth before the firm joined Savant in 2023. Her leadership in the community and the profession has earned statewide recognition. She received the Outstanding Professional Award from the Alabama Association of Fundraising Professionals in 2022. She earned the Community Foundation of Greater Birmingham Outstanding Professional Award in 2022, a Women to Watch for the Birmingham Business Journal in 2024, and leadership awards from both the Rotaract Club of Birmingham in 2024 and Rotary District 6860 in 2021 and 2024.

She stays deeply engaged in service and leadership. She is a member of the Rotary Club of Birmingham and will serve as president of the club in 2027-2028. She also participated in the Alabama Leadership Institute and previously graduated from Leadership UAB, Leadership Shelby County, and Leadership Birmingham.

Jeris and her husband, Jordan, have twin boys, Graham and Hayes. When she's not cheering from the sidelines at soccer games or tending her vegetable garden, she enjoys exploring Birmingham's food scene and traveling the world with her family.

General Information
Firm Start Year:

1986

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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