Evelyn Saavedra brings more than 20 years of experience in financial services. As Director of Client Services and Operations, her focus is on developing key relationships and building organizational processes that are vital to providing an exceptional experience to our clients, financial advisors and vendors.

Evi lives in Atlanta with her family and enjoys trying new foods, hiking, camping, the lake and beach!

Previously held: Series 7, 63, 24 and 99 Securities Licenses