CoverProfile

Robert Morrison

Chief Experience Officer

Savant Wealth Management

United States, Illinois, Arlington Heights

About Me

Rob has been involved in the financial services industry since 2000. He served as president of Huber Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since 2001. Rob earned a bachelor’s degree in business with a minor in communications from DePaul University and is a CERTIFIED FINANCIAL PLANNER™ professional. He co-authored the book Victory Lap Retirement, second edition. Rob donates his time as an appointed director of the Western Golf Association, which administers the Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also serves as a mentor at Buffalo Grove High School’s entrepreneurship pro

View more

Profile Information

Chief Experience Officer

Savant Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Arlington Heights

Illinois

United States

Sep 9, 2024

More profiles to browse

JD
Jacob Davenport
Manager of Portfolio Management
GB
Gina Beall
Director of Investment Research / Investment Committee Chair / Member-Owner
DC
Dan Crowley
Senior Analyst, Investment Due Diligence
DH
David Huber
Managing Director, Financial Advisor & Member Owner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial