Monthly Archives

June 2016

Kelly Savage Wins Award for Charitable Leadership

Advisor Group acknowledges Kelly Savage’s charitable leadership, crowning her the winner of the 2016 Advisor Group Women’s Community Leadership Award.

Kelly Savage surrounded by her Savage & Associates Co-workers (L to R): Emily Boyle, Megan McNamara, Kelly Savage and Michelle Schroeder

TOLEDO, OH—Advisor Group, one of the largest independent broker-dealer networks in the nation, hosted the 2016 W Forum in Salt Lake City, June 5-7. The event was the firm’s 10th annual women’s conference to provide educational and networking opportunities, to support female advisors as they grow their financial services practices.  As part of the event, The Community Leadership Award (established in 2013) is presented to a female advisor who has demonstrated outstanding commitment to helping women grow personally, professionally or financially within her community.

This year’s winner is Kelly Savage of Savage & Associates in Toledo, Ohio.  Kelly is a trailblazer—both as a financial advisor and as a role model for young professionals.  Her leadership efforts are well known in the community and with local charities.  Whether it was as a mentor for young women at her high school alma mater, Notre Dame Academy or by promoting the University of Toledo Women’s basketball program, Kelly values the opportunity to share the wisdom and experience she has gained to help other women build a path for success.

The American Cancer Society Making Strides is one of her favorite charity events.  For 6 years she has served in different roles such as: chairperson for their annual fund drive, team captain for participants, event speaker as well a flagship sponsor.

Kelly also serves as tournament head for the Savage Foundation Golf Classic (SFGC) which is recognized as the largest one-day golf fundraisers in Northwest Ohio.  Kelly and her committee hand pick local charities as benefactors for the event. This year, one of the benefactors is The Bethany House, a local battered women’s shelter that provides a long term solution to help women get back on their feet and become contributing members of society.

Advisor Group recognized Kelly during their event and made a donation to Grace Community Center which is one of the charitable organizations she serves.

The Most Important Question to Ask a Financial Advisor

Savage and Associates advisor, Sean Savage discusses an important question to ask when selecting a financial advisor

Have you ever considered asking a financial advisor… “How is your financial picture?” It may sound like a strange and awkward question to ask; don’t you want to know the answer? I think it is perfectly fair to place a premium on selecting an advisor who has personally implemented a financial strategy in their own life which has proven successful. I think this may be the most important question you can ask a prospective financial advisor that you are considering hiring. The reason why goes beyond the obvious.

Yes, you want to work with someone who knows what it takes to build a strong financial foundation because this is very helpful when dispensing advice. There is another important consideration though. A financial advisor who has built a base of investment assets understands personally the emotion involved with market fluctuations and will naturally have more empathy and understanding of what a client experiences through economic turbulence. This experience is invaluable.

Ask the question.

Font Resize
Contrast