Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to announce that Chris Walters recently joined its team as the Midwest manager of advisory and business development. Additionally, Savant today shared that two of its current employees, Grant Moore and Bradley Stewart, have been recognized for their educational achievements.
Walters is a member of the Advisory Team and has oversight responsibility for Savant’s advisory business in its Midwest markets outside of the Chicago metropolitan area. Walters has 30 years of experience in the wealth management industry, most recently serving in executive-level roles for large national and international wealth management and family office firms. He is located in the firm’s Rockford office.
Moore, a financial advisor in the firm’s Rockford office, earned a Master of Science in personal financial planning and a Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning. Individuals who hold the MPAS® designation have completed a Master of Science degree in personal financial planning. The program consists of 26-43 semester credits in personal financial planning or investment-related content using research-based coursework and real-world case studies.
Stewart, a financial advisor in the firm’s Freeport office, earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. The certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
As financial advisors at Savant, Moore and Stewart are responsible for managing all aspects of the financial planning and investment process for each of their clients.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally recognized, fee-only firm serving clients for 30 years with more than $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant Capital Management is a Registered Investment Advisor. Different types of investments involve varying degrees of risk. Savant’s marketing material and/or rankings should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Savant Capital Management is engaged, or continues to be engaged, to provide investment advisory services nor should it be construed as a current or past endorsement of Savant Capital Management by any of it clients. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.