Anthony R. Spangenberg
CFA®, CFP®, AWMA®
Tony is a financial advisor in Savant’s Wilmette, IL office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Compliance Committee and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Tony has been involved in the financial services industry since 2007. Prior to joining Savant, he was an advisor for several large wealth management firms.
Tony is a cum laude graduate of Northern Illinois University with a bachelor of arts degree in philosophy. He is a Chartered Financial Analyst® (CFA®), a CERTIFIED FINANCIAL PLANNER™ professional, and an Accredited Wealth Management Advisor® (AWMA®).
Tony is chairman of the board of directors and serves on the Finance Committee and Executive Committee for the Illinois Medical District Guest House, whose mission is to provide affordable housing for outpatients and the families of patients receiving treatment in the Illinois Medical District.
Tony and his wife Janice have three children. They live in Chicago’s Southport Corridor neighborhood and are huge Chicago Cubs fans.
Tony joined Team Savant in September 2016.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.