Savannah Frickey
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Savannah Frickey Email & Phone Number

Associate Advisor at The Welch Group
Location: Greater Birmingham, Alabama Area, United States 3 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
The Welch Group
Role
Associate Advisor
Location
Greater Birmingham, Alabama Area, United States
Company size
31 employees

Who is Savannah Frickey? Overview

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Quick answer

Savannah Frickey is listed as Associate Advisor at The Welch Group, a with 31 employees, based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a matched LinkedIn profile for Savannah Frickey.

Savannah Frickey previously worked as Intern at Savant Wealth Management + Bridgeworth and Intern at Pivotal Finance. Savannah Frickey holds Master'S Degree, Family Financial Planning And Counseling from The University Of Alabama.

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Email format at The Welch Group

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The Welch Group

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Profile bio

About Savannah Frickey

As of June 2024, I have joined the Welch Group as an Associate Advisor. I am now working towards the CFP designation. In May of 2024, I graduated from the Masters of Family Financial Planning and Counseling program at The University of Alabama. In the Spring of 2023, I graduated Summa Cum Laude with a degree in Accounting and a minor in Management Communications.

Current workplace

Savannah Frickey's current company

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The Welch Group
The Welch Group
Associate Advisor
birmingham, alabama, united states
Website
welchgroup.com
Employees
31
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3 roles

Savannah Frickey work experience

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Associate Advisor

Current
The Welch Group

Birmingham, Alabama, United States

Jun 2024 - Present

Intern

Savant Wealth Management + Bridgeworth

Birmingham, Alabama, United States

• Assisted advisors in daily work, email reviews, compiling reports, and office operations• Observed client meetings to learn more about the profession and client relationships• Created comprehensive financial plan for mock client and presented to advisors

May 2023 - Jul 2023

Intern

Pivotal Finance

Santa Rosa Beach, Florida, United States

• Assisted partner in financial projects using QuickBooks and Excel • Prepared financial statements and supplemental schedules for clients • Managed billings, coordinated meetings, and facilitated transactions with tenants

May 2022 - Aug 2022
Team & coworkers

Colleagues at The Welch Group

Other employees you can reach at welchgroup.com. View company contacts for 31 employees →

K( Kiersten (Keri) Fish Kiersten (Keri) Fish Colleague at The Welch GroupGreater Birmingham, Alabama Area, United States View → CW Clay Wood, Cfp® Clay Wood, Cfp® Colleague at The Welch GroupBirmingham, Alabama, United States View → HS Hugh Smith Hugh Smith Colleague at The Welch GroupBirmingham, Alabama, United States View → GW Greg Weyandt Greg Weyandt Colleague at The Welch GroupBirmingham, Alabama, United States View → GS Greta Sandy, M.S., Cbda, Cfp® Greta Sandy, M.S., Cbda, Cfp® Colleague at The Welch GroupBirmingham, Alabama, United States View → JD Justin Davenport, Cpa, Cfp® Justin Davenport, Cpa, Cfp® Colleague at The Welch GroupBirmingham, Alabama, United States View → LF Logan Frost, Mba Logan Frost, Mba Colleague at The Welch GroupBirmingham, Alabama, United States View → WW Wendy Weber Wendy Weber Colleague at The Welch GroupBirmingham, Alabama, United States View → SW Stewart Welch Stewart Welch Colleague at The Welch GroupBirmingham, Alabama, United States View → MS Matt Savela, Cpa, Cfp® Matt Savela, Cpa, Cfp® Colleague at The Welch GroupBirmingham, Alabama, United States View →
2 education records

Savannah Frickey education

FAQ

Frequently asked questions about Savannah Frickey

Quick answers generated from the profile data available on this page.

What company does Savannah Frickey work for?

Savannah Frickey works for The Welch Group.

What is Savannah Frickey's role at The Welch Group?

Savannah Frickey is listed as Associate Advisor at The Welch Group.

Where is Savannah Frickey based?

Savannah Frickey is based in Greater Birmingham, Alabama Area, United States while working with The Welch Group.

What companies has Savannah Frickey worked for?

Savannah Frickey has worked for The Welch Group, Savant Wealth Management + Bridgeworth, and Pivotal Finance.

Who are Savannah Frickey's colleagues at The Welch Group?

Savannah Frickey's colleagues at The Welch Group include Kiersten (Keri) Fish, Clay Wood, Cfp®, Hugh Smith, Greg Weyandt, and Greta Sandy, M.S., Cbda, Cfp®.

How can I contact Savannah Frickey?

You can use AeroLeads to view verified contact signals for Savannah Frickey at The Welch Group, including work email, phone, and LinkedIn data when available.

What schools did Savannah Frickey attend?

Savannah Frickey holds Master'S Degree, Family Financial Planning And Counseling from The University Of Alabama.

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