Tom Savelli

Tom Savelli: Email & Phone Number

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Senior Principal - Retirement & Investments at Mercer|Denver, Colorado, United States

Position:

Senior Principal - Retirement & Investments at Mercer

Location:

Denver, Colorado, United States

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Last updated: 2026-08-16
Updated: 2026-08-16

Found email addresses for Tom Savelli:

Business emails:
t*********i@mercer.com
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Work Experience 18 years

Senior Principal - Retirement & Investments at Mercer

Mar 2026 - Current

Principal, Retirement & Investments at Mercer

Sep 2022 - Mar 2026

Vice President / Director, Consultant Relations - Workplace Financial Services at Charles Schwab

Sep 2021 - Sep 2022

Senior Manager - Schwab Wealth Advisory / Schwab Asset Management at Charles Schwab

Aug 2015 - Sep 2021

Institutional Consultant - Graystone Consulting (Institutional Consulting Solutions) at Morgan Stanley

Jan 2012 - Jan 2015

Senior Analyst - Corporate Treasury at BNY

Jan 2008 - Jan 2012

Tom Savelli started working in 2008, then the employee has changed 3 companies and 5 jobs. On average, Tom Savelli works for one company for 3 years.

Their professional focus is Alternative Investments, Asset Allocation, and Business Development across 3 core areas.

Tom holds CERTIFIED FINANCIAL PLANNER™, Certified Wealth Strategist ®, and FINRA Series 63 certifications.

Education

Master of Business Administration - MBA at Rollins College - Crummer Graduate School of Business

Bachelor’s Degree at University of Central Florida

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