About Brian Sava
Brian Sava focuses on financial planning, asset allocation modeling and investment selection for individual clients while managing new business development and relationship management initiatives for the team. He also focuses on retirement plan management, investment policy reviews, manager selection and performance monitoring for corporate clients. Brian utilizes his knowledge and skills to implement the disciplined investment process that the team uses to deliver optimal strategies that can help meet the needs of our clients’ unique situations.
Brian earned a Bachelor of Science degree in Computer Science and a MBA from West Virginia University. He began his career in the investment industry at Morgan Stanley in 2007. Further, Brian has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as a Chartered Retirement Plans Specialist® (CRPS®) designation. Within the firm, he also holds the designations of Portfolio Manager, Workplace Advisor - Equity Compensation, and Corporate Retirement Director—a designation held by less than 2% of Morgan Stanley’s Financial Advisors.
Brian lives in Pine Township with his wife, Morgan, daughter, Audri and son, Nicholas. In his free time, he enjoys spending time with family and friends, playing golf and traveling.
Securities Agent: NM, CO, AZ, SC, NE, NC, GA, FL, CA, WV, WI, PA, MI, MD, TX, OR, OK, MA, IN, HI, AL, KS, NY, NV, MT, VA, ME, WA, VT, NJ, KY, IL, ID, DE, AR, RI, OH, DC, UT, TN, NH, CT, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2683048