OUR TEAM
The people who work at Thomas Savone & Associates not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Thomas Savone
President and Senior Financial Advisor
Thomas Savone is the President and Senior Financial Advisor of Thomas Savone & Associates, where his focus is on helping clients achieve their financial goals and dreams. Tom established Thomas Savone & Associates in 2005, after spending 16 years at American Express Financial Advisors. In 2010, he earned the professional designation of Chartered Retirement Plans SpecialistSM (CRPS®). He holds FINRA Series 3, 7, and 63 securities registrations through Kestra Financial, member FINRA/SIPC, as well as various insurance licenses. He graduated from SUNY College at Oneonta with a bachelor's degree in economics.
In Tom's leisure, he enjoys playing golf, boating, watching the New York Giants, traveling, and soaking up treasured time with his family. He lives in Palm Coast with his wife, Margaret. They have four children, and three precious grandchildren.
Margaret Sullivan
Financial Advisor
Margaret Sullivan is a Financial Advisor and joined our team in September 2006. She too, worked for American Express Financial Advisors, and has had a career in the financial industry since 1998. She is responsible for addressing client's needs and reviewing portfolios, executing transactions, and partnering with Mr. Savone in formulating strategies to help clients achieve their goals. She holds the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services. She also holds her FINRA Series 7, 63, and 66 securities registrations (held through Kestra Financial); her Florida Life, Health, and Variable Annuity license, and the FI360/Broadridge professional designation of Accredited Investment Fiduciary®. Margaret is also a notary public and graduated from Daytona State College with an associate of science degree in Business Administration.
Margaret enjoys spending her personal time with her husband, Troy, and their daughter. She appreciates outdoor adventures, such as boating and kayaking. Cooking for family and friends, as well as volunteering at her church, are also areas of great pleasure. She has resided in Palm Coast, Florida, since 1987.