Photo by Richard Hurd
Savant Recognizes Team Member for Earning Industry Designation
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), applauds Lillie Perry who recently earned one of the financial industry’s most well-known and rigorous professional credentials.
Perry, an associate advisor in Middleton, earned the highly regarded CERTIFIED FINANCIAL PLANNER™ certification. Administered by CFP Board in the U.S., those authorized to use the CFP® certification marks 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. Perry earned the CFP® certification in June.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $13.5 billion in assets under management and assets under advisement (as of 3/31/22). As a trusted advisor, Savant Wealth 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.
Headquartered in Rockford, Illinois, Savant has offices in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Indianapolis, IN; Plymouth, MI; Santa Fe, NM; Madison, Middleton, and Park Falls, WI; and Manassas, McLean, and Reston, VA.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please read our Important Disclosures at savantwealth.com.
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.
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