With more than 39 years of experience in financial planning and investment management, Stephen Savrann has accumulated knowledge and perspective to help you with your financial goals. Stephen understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Stephen will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Stephen endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and analysis of the current financial markets, Stephen designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Stephen puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.
Stephen began his career in financial services in 1987 and previously spent 26 years at UBS, 10 years at Morgan Stanley and three years with Ameriprise Financial. Today, he provides financial and estate planning through the use of equities, fixed income securities, managed money and 529 education savings plans with his partner financial advisor Matthew Clifford and more through Raymond James.
A native of Massachusetts, Stephen is originally from Andover and currently resides in Sharon. He is a 21-year member of the Rotary Club of Sharon and an ambassador with ShelterBox, a global disaster organization. Away from the office, Stephen also enjoys working in his yard and golfing.