Savannah Kathleen Bettega Dobbs

Advisor at Edward Jones — East Tawas, MI

Updated today

Credentials

Series 66

Experience

9 years

Location

East Tawas, MI 48730

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Savannah Bettega Dobbs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy Wealth management

Occupation focus

Military & Veterans

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

East Tawas, MI

103 E Bay Street

East Tawas MI 48730

Advisors at this office

4

Most active in

Michigan · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Edward Jones

2016 - 2017 • 1 year

St.Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark W

Series 65

Oscoda, MI

Brookwood Financial Services

Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.

Options & derivatives strategies Real estate investing Annuities Wealth management General tax planning
user avatar

Dustin C

Series 63, Series 65

Oscoda, MI

PNC Wealth Management

Dustin Clare is a financial advisor with PNC Wealth Management in Oscoda, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory work, he serves as a finance council board member at Sacred Heart Catholic Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm uses approved model strategies executed by delegates and emphasizes automated rebalancing with limited direct client interaction.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Gregory M

Series 66

Tawas City, MI

Edward Jones

Gregory Malewska is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he held positions at the District Health Department No. 2 and worked in healthcare and education sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Warren B

Series 63, Series 66

East Tawas, MI

LPL Enterprise

Warren Brewer is an advisor at LPL Enterprise with Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002. Outside of his advisory role, he owns a business buying and selling pool sticks for profit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
user avatar

Joseph B

Series 63, Series 65

East Tawas, MI

Edward Jones

Joseph Bettega is a financial advisor at Edward Jones with 32 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 1993. Based in East Tawas, MI, he works within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark S

Series 63, Series 66

Oscoda, MI

Edward Jones

Mark Shultz is a financial advisor with Edward Jones in Oscoda, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a real estate business, Mark II Corp, LLC, based in Harrisville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Military & Veterans
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