Savas N. Constantinou
- Role
- Senior Wealth Planning Advisor Vice President at Hancock Whitney
- Location
- Bradenton, FL, US
- LinkedIn followers
- 500 followers
About Savas N. Constantinou
A highly experienced and driven wealth management professional with over 18 years of…
Experience
Senior Wealth Planning Advisor Vice President
Apr 2023 — Present
Partner with Hancock Whitney wealth teams to engage and develop financial planning strategies for high net worth clients. Utilize the Hancock Whitney planning process to provide retirement, trust & estate, tax, investments, and business exit planning. Through a team approach including private bankers, trust officers, wealth advisors, commercial bankers, and financial consultants, we are able to provide best in class advice and service. Bottom line our team is committed to keeping the interests and objectives of our clients and their families at the forefront of everything we do.
Education
Rutgers University
Bachelor of Arts - BA, Economics and English
Cannon Financial Institute
CTFA Designation, Personal Trust I, II, III
College for Financial Planning
CFP Designation
Skills
- Trust Planning
- Wealth Management
- Asset Allocation
- Asset Allocation Strategies
- Intergenerational Wealth Transfer
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Alternative Investment Strategies
- Wealth Management Services
- Financial Services
- Trust Management
- Wealth Preservation Planning
- Trust Services
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