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Linda Y
Series 66
Palm Beach Gardens, FL
Savvy
Linda Yang is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with Savvy, joining in 2026 after seven years at Marcado Asset Management LLC and previous roles including Silicon Hills Wealth Management and CAPTRUST Financial Advisors. Savvy delivers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to support comprehensive wealth management.
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