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Savas N. Constantinou

Senior Wealth Planning Advisor Vice President @Hancock Whitney

Bradenton, FL, US
MOBILE NUMBERS
+12•••••••01

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WORK HISTORY

Apr 2023 — Present

Senior Wealth Planning Advisor Vice President @Hancock Whitney

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

N/A

Rutgers University

Bachelor of Arts - BA, Economics and English

N/A

Cannon Financial Institute

CTFA Designation, Personal Trust I, II, III

N/A

College for Financial Planning

CFP Designation

SKILLS

Trust PlanningWealth ManagementAsset AllocationAsset Allocation StrategiesIntergenerational Wealth TransferFinancial PlanningRetirement PlanningEstate Planning StrategiesAlternative Investment StrategiesWealth Management ServicesFinancial ServicesTrust ManagementWealth Preservation PlanningTrust Services

ABOUT SAVAS N. CONSTANTINOU

A highly experienced and driven wealth management professional with over 18 years of…

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