Dover, DE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$49,095,836,103
ClientsTotal clients
23,288
AdvisorsAdvisors at this office
4
Of 400 advisors across 56 offices
Location
220 Beiser Boulevard
Dover DE 19904
Advisors at this office
4
Advisors at this office
Raymond B
PFS™, Series 65
Dover, DE
Savant Wealth Management
Raymond Book III is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Artisans Bank, Wealth Management Group, LLC, and R. F. Book & Co. CPAs. Outside of advising, he is involved in equipment leasing and life insurance monitoring through Book & Associates Leasing, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related advisory services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.
Nataliya Z
CFP®, Series 63, Series 65
Dover, DE
Savant Wealth Management
Nataliya Zook is a CFP® professional with eight years of industry experience, currently serving at Savant Wealth Management since 2023. Prior to joining Savant, she worked at Raymond F. Book & Associates and Wealth Management Group, LLC from 2017 to 2023, with earlier roles at Citizens Securities Inc. and Citizens Bank. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.
Christine L
Series 65
Dover, DE
Savant Wealth Management
Christine Lawrence is a financial advisor at Savant Wealth Management with 24 years of industry experience. She holds a Series 65 designation and previously worked at Wealth Management Group, LLC, and R. F. Book & Co., CPAs. Outside of advisory services, she has been involved in equipment leasing and life insurance monitoring through separate business entities. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee, supporting a broad range of client needs through its scale and integrated affiliated services.
Ronald V
Series 65
Dover, DE
Savant Wealth Management
Ronald Vascik Jr. is a Series 65-licensed advisor with 24 years of industry experience, currently with Savant Wealth Management. He previously spent 22 years at Wealth Management Group, LLC, and has a background with R. F. Book & Co. CPAs. Outside of advising, he is involved as a member of RF Book Realty, LLC. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and charitable organizations, offering wealth management, financial planning, and retirement consulting services. The firm utilizes a combination of evidence-based asset allocation and actively managed strategies, supported by extensive in-house resources and affiliated accounting, legal, and trust services.
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