portrait of Savanah M Whittaker
FINANCIAL ADVISOR
Accepting New Clients
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About Savanah

To me, being a financial advisor gives me the ability to touch peoples' lives in a meaningful way while doing what I love. With two bachelor's degrees from the University of Louisville in finance and economics respectively, I enjoy using my background knowledge and industry training to help my clients achieve their financial goals.

While we work with a variety of people from all walks of life, I find that my clients usually fall into three groups; individuals, families and local business owners. My branch office administrator, Katie Stuckey, and I enjoy building relationships with our clients and are grateful...

Focus Areas

  • Divorce Finances
  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJune 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of LouisvilleBachelor of Science

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Tennis
  • Reading
  • Traveling

Team Members

  • Katie Stuckey
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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