Charlotte, NC Office

Nicklaus Austin is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Bank of America N.A., and Merrill. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm utilizes a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and offers services supported by proprietary technology and third-party platforms.

Anaiss Zamora is a financial advisor at Savvy with one year of experience. She holds a Series 65 credential and previously worked at Northwest Asset Management, Better Mortgage, and GCG Wealth Management among other firms. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.