The Private Client Advisory Group, LLC

J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and All American Dream Wealth Management LLC. He also maintains a non-investment-related insurance agent role with Zenith Marketing Group. The Private Client Advisory Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis and offers ERISA 3(21) retirement-plan advisory services along with active management of held-away retirement plan participant accounts.

Mark Faccone is a CFP® with 27 years of experience in the financial industry. He is currently with The Private Client Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at Fortis Group Advisors, LLC, LPL Financial, LLC, and Invest Financial Corporation. Outside of advisory services, he is also a licensed insurance agent involved with multiple insurance agencies. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment approach tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and outsourced solutions.

Diane Metivier is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Ash Brokerage, LPL Financial LLC, Invest Financial Corporation, and DVFG Advisors L.L.C. She is also an author outside of her advisory work. The Private Client Advisory Group serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to clients’ time horizons and risk tolerances, utilizing a combination of in-house and third-party portfolio management approaches.

Kevin Duffy is a CFP® professional with 13 years of industry experience, currently serving at The Private Client Advisory Group, LLC. He has held roles at Duffy Tax Resolution LLC, Tax Wealth & Financial Services, Inc., and Approved Oil Co. of Brooklyn, Inc., and has operated as a sole proprietor since 1998. The Private Client Advisory Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm employs a comprehensive investment process incorporating fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management, including specialized ERISA 3(21) retirement-plan advisory services.

Renee Pepia is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with The Private Client Advisory Group, LLC and LPL Financial, LLC, where she has worked since 2018 in various roles. In addition to her advisory duties, she serves as a registered assistant performing compliance and operational activities. The Private Client Advisory Group advises individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is goal-based and tailored to clients’ time horizons and risk tolerances, combining in-house management with third-party managers and employing a range of analytical strategies.