Director Of Client Services
Current
Aug 2024 - Present
AeroLeads people directory · profile
Thomas Dicristofaro Email & Phone Number
Director of Client Services at Savant Wealth Management
at
Savant Wealth Management
1 work email found
@edelmanfinancial.com
8 phones found area 704, 914, 718, and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Client Services at Savant Wealth Management
Location
Charlotte Metro, United States, United States
Company size
Who is Thomas Dicristofaro? Overview
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Quick answer
Thomas Dicristofaro is listed as Director of Client Services at Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at edelmanfinancial.com, phone signal with area code 704, 914, 718, 212, and a matched LinkedIn profile for Thomas Dicristofaro.
Thomas Dicristofaro previously worked as Director of Client Services at Savant Wealth Management and Senior Director - Client Services at Edelman Financial Engines. Thomas Dicristofaro holds Bachelor Of Science Degree, Business Administration/Finance from Fordham University.
Company email context
Email format at Savant Wealth Management
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{first}.{last}@edelmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Thomas Dicristofaro. Compare company email patterns before reaching out.
Profile bio
About Thomas Dicristofaro
Financial Services Professional recognized for developing and leading high-performing teams and employees. Collaborative business partner and strategic thinker with the ability to build cross-functional teams and assist those teams in exceeding goals and expectations. Currently responsible for leading a team of Sr. Managers that partner with financial planning professionals in hub locations and regional offices, focused on providing comprehensive retirement planning and investment advice for affluent clients. Hire, coach and motivate the team to achieve unit goals including asset growth, managed solutions, insurance and client satisfaction. Ensure team members make suitable recommendations to clients by working with internal business partners and utilizing all resources, including estate planning, portfolio management, and insurance planning. Partner with advisors and Field Directors to review and assist in presenting the most appropriate solutions for complex issues. Develop and implement practice management routines. FINRA Registrations: 24, 7, 66, 63, 26; Life Insurance and Variable Annuity licensed in all 50 states.Specialties: Wealth Management and Retirement Planning Strategies, Competitive Research and Analysis, Client Segmentation, Sales Coaching, Portfolio Management.
Listed skills include Financial Services, Mutual Funds, Wealth Management Services, Iras, and 2 others.
Current workplace
Thomas Dicristofaro's current company
Company context helps verify the profile and gives searchers a useful next step.
Savant Wealth Management
11 roles
Thomas Dicristofaro work experience
A career timeline built from the work history available for this profile.
Senior Director - Client Services
Apr 2020 - Aug 2024
Sr. Director - Wealth Management Client Services
- Deliver strategic and thought leadership for Sales and Service teams working with Wealth Management Advisors and Clients.- Lead large scale teams thru strong people management of 10-12 direct Sr. Managers and ~200 Individual Client Relationship Consultants in over 20+ locations. (primarily in New York metro area and Charlotte, NC)- Partner with three of.
Apr 2014 - Apr 2020
Director - Project Management - Client Services
- Client Project Lead to support TIAA Secure Web Site initiatives within organization.- Individual Business Owner for Client Services impacting web channel and client delivery.- Lead Product Owner within Pension Transformation to help streamline transactions and improve ease of doing business with organization.- Key stakeholder for Client Services working.
Jan 2011 - Apr 2014
National Director - Wealth Management Contact Center
- Focused on high-end wealth management clientele within organization to retain and increase cross selling opportunities as well as client relationship management. - Oversight for WM Contact Center in three primary locations for the firm (Charlotte, Denver and Dallas). Responsible for direct Managers and staff of Consultants in all locations.- Oversight to.
Aug 2006 - Dec 2010
Director - Wealth Management - Individual A
- Manager and Direct line sales coach for a team of Wealth Management Advisors. Responsible for providing guidance to team members on areas of client relationship management, retaining existing clients and growing share of relationship. - Key areas of focus include retirement distribution planning, investments, insurance, gifting and overall estate.
Aug 2004 - Aug 2006
Sr. Manager - Client Services
- Lead a team of 14 Individual Consultants within Contact Center to ensure the highest quality of service is provided to current and prospective clients.- Primary sales force within the organization, ensuring that Consultants are capitalizing on all cross-selling and retention opportunities. - Provided coaching and on-going feedback to team members through.
Nov 2001 - Jul 2004
Team Leader
- Leading team of 14-16 Individual Consultants within Client Counseling Services area.- Coach teams on client meetings / provided support for resolving retirement planning needs- Support working with priority and larger institutional client needs -- particularly focused on complex planning illustrations and required minimum distribution support.
Nov 1998 - Oct 2001
Individual Consultant - Client Services
- Provided broad individual financial consulting related to TIAA products and services primarily by telephone, to all clients and potential customers. - Includes guidance on overall retirement options and asset allocation within their accounts.
May 1994 - Oct 1998
Commercial Line Support Analyst
Public Service Mutual Insurance Company
- Processed all new and renewal business being evaluated by the company.- Works with Underwriters on risk evaluations - performing background financial investigations on potential clientele, along with on-site inspections.
Apr 1993 - Apr 1994
Account Executive
- Sold life and health insurance, annuities, and mutual funds to businesses as well as individual clients.- Prospected and generated new business for own client base through group presentations, individual visits, and outbound calls.
Nov 1992 - Mar 1993
Team & coworkers
Colleagues at Savant Wealth Management
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
GB
Gina Beall, Cima®
Colleague at Savant Wealth Management
San Diego, California, United States, United States
View →
JS
Jared Spanbauer
Colleague at Savant Wealth Management
Madison, Wisconsin, United States, United States
View →
RW
Robert Witt
Colleague at Savant Wealth Management
Lincolnshire, Illinois, United States, United States
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JL
Jeff Lewis, Cfp®, Chfc®, Crps®
Colleague at Savant Wealth Management
Greater Rockford Area, United States
View →
HB
Hayden Barnes
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
AS
Angie Stephenson Cfp®, Cpa-Pfs
Colleague at Savant Wealth Management
Lancaster, Pennsylvania, United States, United States
View →
SB
Stephanie Baxter
Colleague at Savant Wealth Management
Arlington Heights, Illinois, United States, United States
View →
AB
Angela Bonnie
Colleague at Savant Wealth Management
Dover, Delaware, United States, United States
View →
DH
David Hart
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
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AD
Anthony D'Alfonso
Colleague at Savant Wealth Management
Lancaster, Pennsylvania, United States, United States
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Gina Beall, Cima®
Colleague at Savant Wealth Management
San Diego, California, United States, United States
View →
JS
Jared Spanbauer
Colleague at Savant Wealth Management
Madison, Wisconsin, United States, United States
View →
RW
Robert Witt
Colleague at Savant Wealth Management
Lincolnshire, Illinois, United States, United States
View →
JL
Jeff Lewis, Cfp®, Chfc®, Crps®
Colleague at Savant Wealth Management
Greater Rockford Area, United States
View →
HB
Hayden Barnes
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
AS
Angie Stephenson Cfp®, Cpa-Pfs
Colleague at Savant Wealth Management
Lancaster, Pennsylvania, United States, United States
View →
SB
Stephanie Baxter
Colleague at Savant Wealth Management
Arlington Heights, Illinois, United States, United States
View →
AB
Angela Bonnie
Colleague at Savant Wealth Management
Dover, Delaware, United States, United States
View →
DH
David Hart
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
AD
Anthony D'Alfonso
Colleague at Savant Wealth Management
Lancaster, Pennsylvania, United States, United States
View →
3 education records
Thomas Dicristofaro education
Bachelor Of Science Degree, Business Administration/Finance
Fordham University
Master Of Business Administration (M.B.A.), Finance And Financial Management Services
Manhattan College
Master Of Business Administration - Mba
FAQ
Frequently asked questions about Thomas Dicristofaro
Quick answers generated from the profile data available on this page.
What company does Thomas Dicristofaro work for?
Thomas Dicristofaro works for Savant Wealth Management.
What is Thomas Dicristofaro's role at Savant Wealth Management?
Thomas Dicristofaro is listed as Director of Client Services at Savant Wealth Management at Savant Wealth Management.
What is Thomas Dicristofaro's email address?
AeroLeads has found 1 work email signal at @edelmanfinancial.com for Thomas Dicristofaro at Savant Wealth Management.
What is Thomas Dicristofaro's phone number?
AeroLeads has found 8 phone signal(s) with area code 704, 914, 718, 212 for Thomas Dicristofaro at Savant Wealth Management.
Where is Thomas Dicristofaro based?
Thomas Dicristofaro is based in Charlotte Metro, United States, United States while working with Savant Wealth Management.
What companies has Thomas Dicristofaro worked for?
Thomas Dicristofaro has worked for Savant Wealth Management, Edelman Financial Engines, Tiaa, Public Service Mutual Insurance Company, and New York Life Insurance Company.
Who are Thomas Dicristofaro's colleagues at Savant Wealth Management?
Thomas Dicristofaro's colleagues at Savant Wealth Management include Gina Beall, Cima®, Jared Spanbauer, Robert Witt, Jeff Lewis, Cfp®, Chfc®, Crps®, and Hayden Barnes.
How can I contact Thomas Dicristofaro?
You can use AeroLeads to view verified contact signals for Thomas Dicristofaro at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Thomas Dicristofaro attend?
Thomas Dicristofaro holds Bachelor Of Science Degree, Business Administration/Finance from Fordham University.
What skills is Thomas Dicristofaro known for?
Thomas Dicristofaro is listed with skills including Financial Services, Mutual Funds, Wealth Management Services, Iras, Financial Advisory, and Retirement Planning.
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