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Rockford Sun

Thursday, April 25, 2024

STATELINE CHAMBER OF COMMERCE: Savant Capital Management Adds Chris Walters as Midwest Manager of Advisory and Business Development

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Stateline Chamber of Commerce issued the following announcement on Jan. 3.

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to announce that Chris Walters recently joined its team as the Midwest manager of advisory and business development. Additionally, Savant today shared that two of its current employees, Grant Moore and Bradley Stewart, have been recognized for their educational achievements.

Walters is a member of the Advisory Team and has oversight responsibility for Savant’s advisory business in its Midwest markets outside of the Chicago metropolitan area. Walters has 30 years of experience in the wealth management industry, most recently serving in executive-level roles for large national and international wealth management and family office firms. He is located in the firm’s Rockford office.

Moore, a financial advisor in the firm’s Rockford office, earned a Master of Science in personal financial planning and a Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning. Individuals who hold the MPAS® designation have completed a Master of Science degree in personal financial planning. The program consists of 26-43 semester credits in personal financial planning or investment-related content using research-based coursework and real-world case studies.

Stewart, a financial advisor in the firm’s Freeport office, earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification. The certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. 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.

As financial advisors at Savant, Moore and Stewart are responsible for managing all aspects of the financial planning and investment process for each of their clients.

Original source can be found here.

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