Wyomissing, PA 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
3
Of 402 advisors across 56 offices
Location
1200 Broadcasting Road, Suite 100
Wyomissing PA 19610
Advisors at this office
3
Advisors at this office
Amanda F
Series 65
Wyomissing, PA
Savant Wealth Management
Amanda Faith is a financial advisor at Savant Wealth Management with 12 years of industry experience. She holds a Series 65 designation and has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.
Thomas W
CFP®, Series 66
Wyomissing, PA
Savant Wealth Management
Thomas Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Savant Wealth Management in 2023, he worked at Pbwm Holdings from 2015 to 2023. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.
Michael D
CFP®, Series 65
Wyomissing, PA
Savant Wealth Management
Michael Dinan is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at Savant Wealth Management since 2023 and previously held positions at Domani Wealth, LLC and PBWM Holdings. 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, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated accounting, legal, and trust services.
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