Savannah Bettega Dobbs

Advisor at Edward Jones

Updated today

Location

East Tawas, MI 48730

Credentials

Series 66

Industry experience

9 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management General estate planning guidance

Occupation focus

Military & Veterans

Location

103 E Bay Street

East Tawas, MI 48730

Most active in

Michigan · Texas

Work history

Edward Jones

2017 - Present (9 years)

Edward Jones

2016 - 2017 (1 year)

Jackss bar and grill

2016 - 2016 (1 year)

Edward Jones Investments

2016 - 2016 (1 year)

Grand Valley State University

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Mark W

Series 65

Oscoda, MI

Brookwood Financial Services

Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.

Options & derivatives strategies Real estate investing Annuities Wealth management General tax planning
user avatar

Allison M

Series 63, Series 65

Oscoda, MI

The huntington Investment company

Allison Morris is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at The Huntington Investment Company and Huntington National Bank since 2015. Outside of her advisory role, Allison is active as a fine artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform and offers specialized program options including Private Wealth Consulting, managing approximately $6.3 billion in assets across nearly 400 advisors.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
user avatar

Warren B

Series 63, Series 66

East Tawas, MI

LPL Enterprise

Warren Brewer is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a business involved in buying and selling pool sticks. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Mark S

Series 63, Series 66

Oscoda, MI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner

Mary G

CFP®, Series 66

East Tawas, MI

Edward Jones

Retirement income strategy Wealth management

Sheila M

Series 66

Tawas City, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management
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