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Kevin Savona, CFP®

Kevin savona, cfp®

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location of Kevin Savona, CFP®Pittsburgh, Pennsylvania, United States
Phone number of Kevin Savona, CFP®+91 xxxx xxxxx
Followers of Kevin Savona, CFP®330 followers

  • Timeline

    Jun 1997 - May 1998

    Financial Advisor

    H&R Block Financial Advisors
    Jun 1998 - May 2005

    Investment Relationship Manager

    Vanguard
    Jun 2005 - May 2008

    Wealth Management Advisor

    TIAA-CREF
    Jun 2008 - May 2023

    Principal-Portfolio Management

    BNY Mellon Wealth Management
    Pittsburgh, PA
    Current Company
    Jul 2023 - now

    Managing Director

    Fifth Third Wealth Advisors

  • About me

    Managing Director at Fifth Third Wealth Advisors

  • Education

    • Indiana university of pennsylvania

      1991 - 1997

    • Queens university of charlotte

      2000 - 2002
      Certified financial planner™

  • Experience

    • H&r block financial advisors

      Jun 1997 - May 1998
      Financial advisor

    • Vanguard

      Jun 1998 - May 2005
      Investment relationship manager

    • Tiaa-cref

      Jun 2005 - May 2008
      Wealth management advisor

    • Bny mellon wealth management

      Jun 2008 - May 2023

      • Principal-Portfolio Management

        Jan 2020 - May 2023

      • Senior Portfolio Officer-Portfolio Management

        Jun 2008 - Dec 2019

    • Fifth third wealth advisors

      Jul 2023 - now
      Managing director

  • Licenses & Certifications

    • Certified financial planner™

      Mar 2003