David A. Savage
Advisor, Wealth Management
Location
Vero Beach, FL
772.234.8484
Education
Adelphi University
BA, business management
Current Role
David develops creative strategies that help clients work toward success, integrating asset management and succession planning services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Retirement and estate planning
- Risk management
- Qualified and non-qualified retirement plans
Experience
David began his financial services career in 1999 and has supported high net worth individuals and their families, business owners and healthcare professionals. He has extensive knowledge of wealth management, legacy planning and risk management.
Prior to joining Rehmann in 2023, David assisted a large wealth management firm with rebranding and expanding their wealth division on the Treasure Coast, with a main goal of business development.
David also holds series 7 and 66 securities registrations, as well as state annuity and health insurance licenses.
A Closer Look
- David keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 5070 Highway A1A, Suite 250, Vero Beach, FL 32963 | 772.234.8484
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