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Brandy Savage Email & Phone Number
Wealth Management and Financial Advisory Services
at
Wealth Enhancement
1 work email found
@fmr.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management and Financial Advisory Services
Location
Walnut Creek, California, United States
Who is Brandy Savage? Overview
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Quick answer
Brandy Savage is listed as Wealth Management and Financial Advisory Services at Wealth Enhancement, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Brandy Savage.
Brandy Savage previously worked as Financial Advisor at Additional Information To Follow and Principal at Summitry. Brandy Savage holds Juris Doctorate, Law from Villanova University Charles Widger School Of Law.
Company email context
Email format at Wealth Enhancement
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{first}.{last}@fmr.com
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Profile bio
About Brandy Savage
I began college at age 10, graduating from Villanova Law in 2007 and was honored with one of the top three recognition awards for greatest overall contribution to my law school. I competed, coached and judged on a national and international level in moot court and mock trial during law school as well as impromptu speaking and parliamentary debate at the collegiate level. I'm a bit wonky with an affinity for numbers and behavioral analysis and at one point I ranked in the top .01% of all worldwide poker players for several years.My financial expertise is very personal to me; I've been fortunate to see that my efforts helped many individuals and families in their life. In my work I optimize my client's planning by using a goals-centered approach to their financial, retirement/estate planning, investing, and tax strategies. I also provide behavioral support in managing financial solutions. I reside in the Bay area with my family and enjoy traveling, music, sports and games electronic or otherwise.
Listed skills include Leadership, Public Speaking, Strategic Planning, Financial Analysis, and 2 others.
Current workplace
Brandy Savage's current company
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6 roles
Brandy Savage work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Additional Information To Follow
Sep 2024 - Present
Principal
Current
Mar 2022 - Present
Consultant
- FINRA Series 66, 7, SIE and CA Insurance Licenses
- Provide clients with holistic, custom solutions & recommendations based on specific goals, time horizon and financial situation.
- Completed over 1000 client meetings averaging 19+ weekly and provided over 500 planning interactions/managed proposals.
- Rated within top 8% and 22% across national metrics when compared with peers; Branch Recognition Award Recipient at Month 5; Awarded maximum allowable variable compensation every consecutive quarter.
- Proficiency in two Salesforce Platforms, MS Word, Excel, PowerPoint, Citrix, Focus Point, WebEx & Zoom.
Jul 2020 - Jan 2022
Financial Advisor
- Worked alongside a top 4-Team Advisor Group at flagship location resulting in over 30% increased AUM in addition to substantially expanded client book.
- Provided key investment solutions for diverse range of clients with wide-ranging needs, goals and time horizons.
- Maintained 400+ average callouts per week and 5-7 self-generated weekly meetings with prospective targeted clients.
Mar 2019 - Jul 2020
Personal Advisor & Financial Manager
Doric
- Implemented cost savings of 18% within first year of managing client’s assets & increased profit margins 7% year-over-year.
- Prepared regular expense reports and analysis to client on substantial assets alongside tenured Merrill Advisor team.
- Effectively managed 13 total employees on behalf of client while maintaining competitive compensation for all.
Aug 2015 - Mar 2019
1 education record
Brandy Savage education
FAQ
Frequently asked questions about Brandy Savage
Quick answers generated from the profile data available on this page.
What company does Brandy Savage work for?
Brandy Savage works for Wealth Enhancement.
What is Brandy Savage's role at Wealth Enhancement?
Brandy Savage is listed as Wealth Management and Financial Advisory Services at Wealth Enhancement.
What is Brandy Savage's email address?
AeroLeads has found 1 work email signal at @fmr.com for Brandy Savage at Wealth Enhancement.
Where is Brandy Savage based?
Brandy Savage is based in Walnut Creek, California, United States while working with Wealth Enhancement.
What companies has Brandy Savage worked for?
Brandy Savage has worked for Wealth Enhancement, Additional Information To Follow, Summitry, Fidelity Investments, and Merrill Lynch.
How can I contact Brandy Savage?
You can use AeroLeads to view verified contact signals for Brandy Savage at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Brandy Savage attend?
Brandy Savage holds Juris Doctorate, Law from Villanova University Charles Widger School Of Law.
What skills is Brandy Savage known for?
Brandy Savage is listed with skills including Leadership, Public Speaking, Strategic Planning, Financial Analysis, Cost Savings, and Sales.
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