Savannah, GA King George Blvd Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

8

Of 3,164 advisors across 1,415 offices

Location

785 King George Blvd Ste 205

Savannah GA 31419

Advisors at this office

8

Advisors at this office

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Benjamin R

Series 66

Savannah, GA

Thrivent Investment Management

Benjamin Robbins is a financial advisor at Thrivent Investment Management in Savannah, GA, with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its investment management division since 2023. Outside of finance, Robbins owns Robbins Production and Design LLC, a company providing graphic design, photography, live event production, and live music services, and serves on the board of the Georgetown Office Condominiums. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across a broad range of planning topics. The firm combines planning services with managed-account options while keeping them separate and does not provide institutional portfolio management.

Business ownership considerations
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Ann D

Series 66

Savannah, GA

Thrivent Investment Management

Ann De Luca is a Series 66 licensed financial advisor at Thrivent Investment Management with six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously spent time at Bovis Kyle Burch & Medlin and Covenant College. Outside of her advisory role, De Luca serves as secretary for the Rotary Club of Canton, a community service organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of planning topics. The firm offers these services through a network of advisors and separates planning from managed-account programs.

Business ownership considerations
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Dana R

Series 63, Series 65

Savannah, GA

Thrivent Investment Management

Dana Reimer Jr. is a financial advisor with Thrivent Investment Management in Savannah, GA, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Thrivent Financial, J.P. Morgan Chase Bank, JP Morgan Securities, and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
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Savannah T

Series 66

Savannah, GA

Thrivent Investment Management

Savannah Todd is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and served in educational roles at Calvary Day School and other institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses across various planning topics without including implementation. The firm offers a combined planning and managed-account option called “WealthPlan” while maintaining separate service components.

Business ownership considerations
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Jennifer C

Series 66

Savannah, GA

Thrivent Investment Management

Jennifer Catarino is a financial advisor with Thrivent Investment Management in Savannah, GA. She holds a Series 66 designation and has experience working at Beachbody from 2009 to 2025 before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning combined with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Business ownership considerations
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Adam H

Series 66

Savannah, GA

Thrivent Investment Management

Adam Hess is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, he co-owns a mountain cabin rental property in Blue Ridge, GA, and serves as a board member for a business condo association in Savannah, GA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on holistic, goal-based financial analyses without managing client portfolios directly.

Business ownership considerations
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Martin W

Series 66, Series 63

Savannah, GA

Thrivent Investment Management

Martin Welch is a financial advisor at Thrivent Investment Management in Savannah, GA, with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Thrivent, Welch worked at Wells Fargo Clearing Services and had roles at the Small Business Administration and Small Business Assistance Corporation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Charlton R

Series 66

Savannah, GA

Thrivent Investment Management

Charlton Riegner is a financial advisor at Thrivent Investment Management in Savannah, GA, with two years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Calvary Day School. Outside of advising, he coordinates events for Gingerbread Gatherings LLC, which rents out a courtyard space for receptions and gatherings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as either one-time or ongoing engagements, covering a broad range of financial topics.

Business ownership considerations
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