Roy Savarick

Roy Savarick

  • CFP
  • CIMA
  • Senior Vice President - Investments
  • Senior PIM Portfolio Manager
With over four decades of experience, Roy has navigated his clients through financial cycles and market crashes such as Black Monday, the Dot-Com Bubble, the Housing Crisis of 2008, and most recently the COVID-19 crisis. Roy draws on more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Investment Management Analyst® (CIMA®) to build long-term value for his clients and their families. This October, he will celebrate his 45th year as a Financial Advisor. Roy is based out of South Florida and Breckenridge, Colorado with his wife and pup, Ellie.