Savant Investment Advisers, Inc. is an independent comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients? wealth by delivering personalized service and specialization.
Today?s investor is confronted with a number of investment choices. The acquisition of wealth requires significant hard work, dedication and thoughtful planning. The management of that wealth should be no different. We strongly believe that in order to make the most of your investment dollars, you need the benefit of a professional financial advisor who will take the time to understand your goals and objectives as well as the complex investment environment.
|Firm Start Year:||1983|
|Name of Broker/Dealer:||Royal Alliance Associates, INC.|
|Name of Custodial Firm:||Savant Investment Advisers Inc|
|States Licensed in:||AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, NJ, NY, OH, PA, TN, TX, VA, WI|
|Number of Years with Current Firm:||9|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Variable Life , Disability , Long Term Care , Accident , Annuity , Health , Life , Variable Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Illinois CPA Society|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|MBA - Financial Planning||
California Lutherna University
Securities offered through Royal Alliance Associates, Inc., Member FINRA / SIPC. Advisory services offered through Savant Investment Advisers, Inc., which is not affiliated with Royal Alliance Associates, Inc. Not registered to offer securities and advisory services in all states.
Lisa has been working in the financial planning and investment advisory industry with Savant & Associates, Inc. and Savant Investment Advisers, Inc. for over 25 years. Lisa is a Certified Financial Planner?. She is also a Certified Public Accountant licensed in the State of Illinois. Lisa earned her Bachelor?s Degree in Accounting and earned her MBA with a Concentration in Financial Planning. She is a licensed life and health agent with Illinois, Indiana, Virginia, and Alabama.
Lisa is registered to sell securities in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Michigan, New Jersey , New York, Ohio, Pennsylvania, Tennessee, Virginia, and Wisconsin. She is also registered as an Investment Advisor with Savant Investment Advisers, Inc. in Illinois and Indiana.
Lisa is a member of the Financial Planning Association, the Illinois CPA Society, the National Society of Accountants and Sigma Beta Delta, an international honor society for business, management and administration. Her memberships, certificates and designations require high levels of ethical conduct and professional competence through continuing education.
Lisa has helped clients realize their goals and objectives through the use of comprehensive financial planning and asset management. She has helped clients reduce taxes, increase income and preserve wealth. She is proud to continue to carry on the tradition of client care and education started by her father, Edward H. Savant.