W Gordon Savage

W Gordon Savage, CFP®, ChFC®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Houchins Group of Truist Investment Services, Inc.

900 S Gay St

24th Floor,

Knoxville, TN 37902-1800

About me

Background

Gordon Savage is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Truist Investment Services, Inc. He assists affluent clients in the development of their investment management and planning strategies through the four major phases of their financial life: accumulation and growth of assets, protection and preservation of wealth, tax efficient distribution of their estate, and, ultimately, proper stewardship of their legacy at death.  

Gordon served in investment management and financial planning roles with Morgan Stanley and Bank of America prior to joining Truist's predecessor firm, BB&T, in 2005, and has enjoyed assisting clients in the financial services field since 2000. He holds the Series 7, 24, 31, and 66 securities registrations, as well as his life, accident, and health insurance licenses.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
University of Tennessee
BS
United States Military Academy at West Point, NY

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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