Savannah Frickey

As an Associate Advisor with The Welch Group, Savannah Montgomery finds the opportunity to work with people from many different backgrounds and in various stages of life to be the most rewarding aspect of her current role. The Welch Group’s team approach allows her to learn from advisors across the firm and gain experience with a wide range of client situations. She values the perspective this provides as she continues developing a thoughtful, well-rounded foundation for her career.

Savannah’s prior experience as an intern with another local advisory firm, along with earning her CFP® certification has equipped her with technical skills and the relationship-focused aspects needed in financial planning. She draws on that foundation as she supports clients and collaborates with the firm’s advising team.

Outside of the office, Savannah enjoys spending time on the ocean or at the lake, going to the movies, working out, cooking, and being with her husband, family, and friends.