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Savanna H

Series 65

Stephenville, TX

CWM, LLC

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James S

CFP®, Series 66

Stephenville, TX

CWM, LLC

James Sullivan is a CFP® with six years of industry experience, currently advising at CWM, LLC in Stephenville, TX. His prior experience includes roles at BMY Wealth Management, PlainsCapital Bank, Bank of America, and Merrill. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customizable tools, offering a broad range of investment and retirement plan services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sarah B

Series 65

Stephenville, TX

CWM, LLC

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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