Savant Expands Client Services Team in DC Marketplace
Premier Wealth Management Firm Continues Growth with Two New Team Members
May 2, 2016
McLean, VA (May 2, 2016) – Savant Capital Management, a nationally recognized fee-only wealth management firm, is pleased to announce expansions to its client services team in its McLean office. Savant welcomes Michele R. Reichel and Sparkle S. Warthen, each bringing a strong background in financial and client services to the team.
Reichel will work with Savant as a client services representative and a member of the Concierge Team. She has been involved in the financial services industry since 1992. Prior to joining Savant, she worked in banking, served an eight-year stint in a management capacity within the hospitality industry and most recently worked with a local wealth advisory firm.
Warthen will also work with Savant as a client services representative and a member of the Concierge Team. She has been involved in the financial services industry since 2007. She earned a Bachelor of Science degree from Old Dominion University and an MBA from the University of Phoenix.
Both will work closely with clients, their advisors and financial custodians to ensure the day-to-day ongoing needs of clients are met. They will be responsible for coordinating client appointments, processing client documents and paperwork and monitoring workflows to ensure timely and accurate completion.
“We are thrilled to announce these additions to our client services team in Savant’s McLean office,” said Phil Corcoran, CFP®, Financial Advisor and Managing Director for Savant Capital Management’s DC Market. “The solid experience and client service strength that Michele and Sparkle bring to our team will enable us to continue to bring a consistently excellent and individualized approach to client service as the company expands.”
Savant was recently selected as the only firm in the United States to receive the prestigious 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant currently has 13 offices located in the U.S., a team of more than 140 employees and $4.4 billion in assets under management.
To learn about employment opportunities at Savant, please visit: https://www.savantcapital.com/join-savant/careers