Kimberly Liu

Client Services Associate at Savant Wealth Management

Role: Client Services Associate at Savant Wealth Management
Location: Madison, WI, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Services Associate
Savant Wealth Management
May 2025 — Present · Madison, WI, US
As a Client Services Associate at Savant Wealth Management, I combine emotional intelligence with clear communication to deliver exceptional, values-driven support to clients. I build lasting relationships by truly understanding each client\'s goals, concerns, and unique financial story. With an optimistic outlook and a strategic mindset, I help create clarity in complex situations while ensuring every interaction reflects trust, professionalism, and care. Guided by strong personal principles and a passion for hospitality, I serve as a dependable, empathetic partner in helping clients navigate their financial journeys with confidence.

Contact information

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•••••@savantwealth.com
Personal email
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Current company

Savant Wealth Management

Financial Services · 663 employees · Founded 1986 · Rockford, Illinois, United States

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

savantwealth.com

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