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Anthony D'Alfonso

Client Services Assistant I / Office Administrator

Work history

  • Savant Wealth Management

    Client Services Assistant I / Office AdministratorCurrent (over 1 year)
  • PNC

    Teller Supervisor/Operations Manager (Assistant Branch Manager)Jan 2018 - Feb 2023 (about 5 years)
  • Stewartstown United Methodist

    Director/Artistic DesignJan 2017 - Aug 2019 (over 2 years)
  • PNC

    Branch Sales and Services Associate I MLONov 2015 - Jan 2018 (about 2 years)
  • David's Bridal

    Lead StylistJan 2014 - Mar 2016 (about 2 years)
  • South Eastern School District

    Drama DirectorSep 2013 - Nov 2015 (about 2 years)
  • Point Park University

    Community FacilitatorAug 2012 - May 2013 (9 months)
  • Point Park University

    Recording Secretary of United Student GovernmentOct 2011 - Aug 2012 (10 months)
  • Pittsburgh Public Theatre

    Front of House StaffOct 2010 - Jun 2013 (over 2 years)
  • Accelerated Marketing Partners

    Open House AssistantJun 2010 - Jul 2010 (about 1 month)
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Contact Information

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LocationUnited States, Lancaster, Pennsylvania

Organization

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Savant Wealth Managementfinancial services · 450 employees · Rockford, United States

Description

At Savant Wealth Management, we're on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we're here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you're looking for a team dedicated to you and your family's success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We'd love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Company phone+13096639477

Company websitesavantwealth.com

LocationRockford, Illinois, United States, 190 Buckley Drive

Industryfinancial services

Employees450

Founded at1986

Annual revenue90M

Twittertwitter.com/savantwealth

LinkedInlinkedin.com/company/savant-wealth-management

Facebookfacebook.com/SavantWealthManagement/

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Keywords
investment management
financial planning
retirement planning
qualified retirement planning
trust services
estate planning
endowments
foundations
tax
consulting
philanthropic planning
cash flow management
family wealth transfer

Employee trends

This chart shows the total number of employees over time.

1.7%
6 Month Growth
22.8%
1 Year Growth
71.4%
2 Year Growth
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