SStephen Heitz AIF®'s
email & phone
Current Position:
Financial Advisor, Managing Partner at Savant Wealth ManagementExperience:
23 yearsLocation:
Louisville, Kentucky, United StatesHow to contact Stephen Heitz AIF®
h**@savantwealth.com
+1-***-***-9819
Work Experience
Oct 2024 - Current
Sep 2014 - Oct 2024
Jan 2004 - Sep 2014
Aug 2002 - Dec 2003
Education
Bachelor of Arts at Bellarmine University
Accredited Investment Fiduciary® (AIF®) at Center for Fiduciary Studies, Fiduciary 360 (fi360)
Chartered Retirement Plans Specialist (CRPS) at College for Financial Planning
Current Company Information Savant Wealth Management
Name: Savant Wealth Management
Speciality: Investment Management, Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, Family Wealth Transfer
Location: Rockford, IL, United States
Employees: 500-1000
HQ Phone: 866-489-0500
Description: Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and ...
Frequently Asked Questions
What is Stephen Heitz AIF®'s minimum period of employment in the companies?
Stephen Heitz AIF®'s minimum period of employment in various companies is 1 year 4 months.What is Stephen Heitz AIF®'s average duration of employment for different companies?
On average, Stephen Heitz AIF® works for one company for 7 years 4 monthsWhat industries has Stephen Heitz AIF® worked in?
Stephen Heitz AIF® works in the Financial Services.What positions has Stephen Heitz AIF® held before?
Previously, Stephen Heitz AIF® worked as a Director, Family Wealth & Retirement Plan Consulting, and Financial Advisor, CRPS, and Project Manager.How do I contact Stephen Heitz AIF®?
Stephen Heitz AIF®'s email address is h**@savantwealth.com, phone number is +1-***-***-9819. Sign up to get contact details.Who is the President/CEO/Director of the Savant Wealth Management?
The President/CEO/Director of the Savant Wealth Management is Wayne Titus IIIWho are Stephen Heitz AIF®'s peers at other companies?
Stephen Heitz AIF®'s peers at other companies are Dominick Panetta and Ray Kramer and Amberly PostellFind email for 850M+ professionals
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