Skip to Main Content
portrait of Savanah M Whittaker
FINANCIAL ADVISOR

Savanah M Whittaker

CFP®
5229 W State Road 46, Bloomington, IN 47404opens in a new window
Accepting New Clients
CallSend Me a Message

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

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

Phone

(812) 300-0137

Fax

(833) 790-8053

Office Address

5229 W State Road 46
Bloomington, IN 47404opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More