Amaretta Saviano took an entry-level position with Phoenix Investment Partners in 1998 and steadily advanced within the organization, managing her Business Administration studies around the increasing commitment to her employer’s growing needs. She quickly understood the demands of a career in finance and has capitalized on every incentive and internal education opportunity to build up her credentials. She now meets the highest industry standards holding all applicable FINRA licenses as a Financial Advisor, and a Registered Investment Advisor Representative, as well as the Insurance Producer License.
She joined a financial planning firm in 2008 as a Paraplanner, and today makes her home at Investors Capital Corporation. Throughout her career, she’s taken on progressive roles and acquired a vast scope of experience. She’s confidently managed pooled portfolios in excess of $50 million for institutional clients but admits the real reward lies in working directly with the end clients; helping individuals navigate the maze of what-ifs that often blur the financial visions of new retirees and estate heirs. She’s highly adept at risk protection and she understands the variable intricacies of taxes and social security as they relate to investor benefits.
Her professional foundation is built on lasting relationships. You might expect to find her kindergarten teacher’s coordinates in her virtual Rolodex, because Amaretta values her relationships more than any skill, and likes to keep a tightly-knit web of allies. Prior to her career in finance, she scaled the ranks in the fashion design industry, where she maintains close ties with her former colleagues. She’s humble, easily attracting respect and support. She’s extremely resourceful, always making sure the help she needs is within reach and never leaving a question unasked.
Clients appreciate her honesty and approachability. She puts them at ease with a genuine disposition and quiet confidence. Her colleagues and superiors value her resourcefulness, thoroughness, and collaborative approach. In addition to expanding her personal client base, she’s continued to mentor Paraplanners at Investors Capital, and currently oversees internal compliance for the branch’s Financial Advisors team.