Savanna Yancey

She is a dedicated investment and retirement planning professional with a strong background in client relationship management, financial education, and sales, currently serving as Associate Manager of Core Market Investments at WTW, where she provides retirement plan consulting and investment management services. Prior to this role, she served as Investment Advisor at Edelman Financial Engines, where she engaged with clients to identify financial needs and presented solutions to support their goals, and as Account Executive at Fisher Investments, where she generated over $20 million in revenue through outbound sales and marketing. Her career also includes canvassing and sales roles. She is recognized as a client-focused, results-driven, and persuasive professional who combines strong financial knowledge with excellent communication skills to help clients achieve their financial goals and retirement objectives.