Stay Informed with Our Investor Brief Series
Timely insights on market trends, economic shifts, and key financial developments—straight from our investment team.
Here is our latest message.
Facebook Linkedin-in Youtube
FInd An Advisor

Savannah Liptak

,CMSA®, FPQP®

Research Assistant

Where did you grow up? Where do you live now?
I am from Alaska but I currently live in Charlotte, North Carolina.

When you’re not working you’re…?
I am spending time with my family, friends, and pup! I have two children that love to keep me busy in my “off time” and my husband and I enjoy traveling and finding new restaurants to try.

How do you caffeinate?
Coffee, coffee, coffee!

What’s a destination in the world that you aspire to visit?
Lake Baikal! It is the oldest, and deepest, freshwater lake on the planet.

Articles by Savannah Liptak

Call
Email
Charlotte NC Office Buildings

Charlotte, NC

6101 Carnegie Blvd Suite 220 Charlotte, NC 28209

704-358-3322

6700 Fairview Rd., Suite 360 Charlotte, NC 28210

704-334-0894

Professional Designations

Capital Markets & Securities Analyst (CMSA)®

Financial Paraplanner Qualified ProfessionalSM

Education

Southern New Hampshire University

BS, Public Health

Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.