News

Summit Advisor Makes Winning Look Easy

February 16, 2018 | Category: Articles

L-R: Nathan Bennett, Vanessa Savage, Gina Morais

Vanessa Savage, CFP, Director, at Summit Financial Group, has been named one of three “Women Who are Winning*” by The Torch magazine, a Securian publication. The December article profiled three successful advisors within the Securian network.  Vanessa was selected because of her status as the leading female advisor in Grid Revenue at the time of the nomination and for her work as a mentor.

Vanessa understands the value in mentoring because, along with hard work and dedication to her clients, she attributes her success to being mentored. Summit Partner Nathan Bennett coached Vanessa when her career at Summit launched in 2008.

“Vanessa leads by example,” said Bennett. “She sets the standard in our firm for organization, diligence and productivity with her clients. Vanessa is comprehensive in her service and clients refer her routinely as a result. You can’t find a better practice for a young advisor to emulate.”

Now, Vanessa is paying it forward through her mentorship of Summit Advisor Gina Morais, who has been working closely with Vanessa for the past 9 months.

“Vanessa has inspired me in more ways than one,” said Morais.  “Through her mentorship, my confidence in communicating with clients has grown. She has challenged me to grow both personally and professionally, and has encouraged me to set goals and celebrate when I achieve them. Most of all, she is always ready to stand behind me.”

Vanessa was brought into the Summit fold after a 4-year stint with Morgan Stanley where she worked on the investment side of the business. She takes pride in helping her clients navigate the complex world of finance to achieve their financial goals. She spends her days guiding families and individuals in the areas of retirement funding, investment management, risk management and estate planning. Balancing work life and home life like a pro, she is also a wife and a mother to three active boys.

*The honors and distinctions are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and mentorships. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Vanessa is a registered representative and investment advisor representative of Securian Financial Services, Inc. TR# 2013911 DOFU 02/2018