Verified recordFinancial Services

Jack Fitzpatrick

Wealth Advisor at Savvy Wealth

Based in Scottsdale, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Scottsdale

Industry

Financial Services

Company size

258

Contact information

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Email

1 credit

j•••••••@savvywealth.com

Phone

5 credits

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Background

About Jack Fitzpatrick

Hi. I’m Jack, Wealth Advisor for Savvy. In simple terms, I am a personal finance coach and I help people create life plans to achieve more happiness and significance regardless of income levels and net worth. I have been leveraging 35 years of successful results in client engagement and global financial services. I was introduced to global financial services when I joined the team at Morgan Stanley after earning my Master’s degree from Fordham University in the early ‘90s. My combined professional experience and educational background have led me to the good fortune of working with many amazing organizations and professionals over the years, which has helped to establish my remarkable client engagement and leadership skills. Additionally, I am a member of the Secret Sauce Society and F3. On a more personal note, I’m a native New Yorker who relocated to Arizona in 2014 and wish I had made the move sooner! An NYC Marathon, Goggins 4x4x48, and 2x Grand Canyon R2R finisher. I enjoy hiking, skiing, and golfing – spending time with my wife and 4 daughters as much as possible.I’m always interested in hearing from colleagues and similar professionals, so feel free to contact me if you’d like to connect.All advisory services are offered through Savvy Advisors, Inc.(“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc.(“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

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