Savvy Advisors Expands Advisory Team

Savvy Advisors Inc. a registered investment advisor (RIA) affiliated with Savvy Wealth, Inc.  has hired Drew Martino and Daniel Moore to their advisory practice.

Martino comes to Savvy from Corebridge Financial, where he specialized in retirement planning with a focus on 403(b) plan guidance for individuals employed by schools, hospitals, municipalities, government entities and other tax-exempt organizations. He has held positions at Morgan Stanley, Bank of America and other independent wealth managers.

“As a financial advisor to educators and public service professionals who have devoted their lives to caring for and serving others, I want them to have confidence in me as a fiduciary who is looking out for their best interests,” said Martino. “Savvy’s tech-forward approach empowers me to increase efficiency, unlocking more time to educate my clients on the tax advantages of 403(b)s and ways to utilize the unique retirement planning options available to them.”

Moore joins Savvy from TIAA, where he managed approximately $800 million in client assets. Based in the Chicago area, Moore has retirement planning experience from similar roles at Fidelity Investments, PNC and AXA Advisors. He specializes in serving higher education professionals and physicians, helping them optimize their after-tax returns and create personalized estate planning documents, in addition to traditional financial planning and investment management. Moore obtained his certified financial planner (CFP) certification in 2023, and recently earned his master’s degree from the Quantic School of Business and Technology.

“What drew me to Savvy was the firm’s ability to streamline my day-to-day, offering a level of flexibility that’s hard to find,” said Moore. “With its modern technology and a clear, structured approach, I’m confident that Savvy’s proprietary solutions will unify every aspect of my clients’ financial lives, helping me stay ahead of their rapidly evolving needs.”