Daryl Dagit is a seasoned financial advisor and market manager at Savant Wealth Management, based in Peoria, IL. With a deep commitment to delivering personalized financial solutions, Daryl plays a pivotal role in managing the comprehensive financial planning and investment processes for his clients. His...
Daryl Dagit is a seasoned financial advisor and market manager at Savant Wealth Management, based in Peoria, IL. With a deep commitment to delivering personalized financial solutions, Daryl plays a pivotal role in managing the comprehensive financial planning and investment processes for his clients. His expertise spans a wide array of areas, including retirement income planning, deferred compensation strategies, and multi-generational wealth management. Daryl's approach is rooted in a thorough understanding of each client's unique financial landscape, allowing him to tailor strategies that align with their long-term goals.
In his capacity as market manager, Daryl not only oversees client relationships but also leads initiatives to enhance the overall client experience within the Peoria market. He collaborates closely with a diverse team of financial advisors, portfolio managers, and tax specialists to ensure a cohesive strategy that addresses investment management, tax optimization, and retirement planning. Daryl's proficiency in pension analysis and tax management further strengthens his ability to provide comprehensive advice that meets the evolving needs of his clients.
Key projects that Daryl has spearheaded include developing educational workshops focused on retirement planning and investment strategies, aimed at empowering clients to make informed decisions about their financial futures. His dedication to fostering strong client relationships and his proactive approach to financial planning have positioned him as a trusted advisor within the community. As a member-owner of Savant, Daryl is not only invested in the success of his clients but also in the growth and integrity of the firm, ensuring that Savant continues to deliver exceptional wealth management services.
