SAVANNAH TINSLEY

Marketing & Events Coordinator

Achieving goals takes determination and perseverance. But it also takes organization, and organization is Savannah Tinsley’s forte. In addition to greeting clients and building relationships, Savannah tackles scheduling, emailing, event planning, and marketing projects with the practiced approach of a skilled professional organizer. The trusting relationships that Alloy Wealth builds with people are rooted in this kind of attention to detail. Savannah’s skillset helps us show everyone we work with that we care.

Savannah is a team builder who looks for the strengths that each person brings to the table. Her goal is for Alloy Wealth clients to always feel heard and understood, and never judged. Money can be a stressful topic, and the warm, welcoming friendliness that she brings to the office helps to create an environment of ease and comfort, while communicating that we are here to take care of our clients.

Before joining Alloy Wealth, Savannah worked as a Field Marketing Specialist, covering four states and over 400 accounts. She made the move to the financial services industry to broaden her experience and to challenge herself in a new industry and environment. She has a Bachelor’s Degree in Business Administration from Queens University of Charlotte. In her free time, Savannah is a dedicated volunteer, guiding her former sorority as the Scholarship Chair. But it’s in nature’s embrace where Savannah truly thrives. Whether hiking rugged trails, backpacking, or honing her skills on the disc golf course, her passion for the outdoors knows no bounds. Alongside her faithful canine companion, Crosby, she seeks out adventures that feed her soul. You can usually find her on a mountaintop somewhere enjoying the scenery with Crosby by her side. Her aspirations span horizons as vast as the landscapes she explores. From hoping to conquer the iconic Appalachian Trail to backpacking through the Canadian Rockies in Alberta, she dreams of endless exploration and discovery. In every facet of her life, Savannah embodies a spirit of resilience, determination, and adventure.

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.