Who's Moving Where In Wealth Management? – Savvy Advisors, Raymond James

Editorial Staff

4 April 2025

Savvy Advisors, an RIA that is affiliated with Savvy Wealth, has added five financial advisors, expanding its team to more than 50 financial planners and wealth managers across the US.

Savvy, which serves high net worth and ultra-HNW clients, recently surpassed over $1.5 billion in assets under management.

The new advisors:

-- Jack Fitzpatrick is a 23-year veteran of Morgan Stanley’s foreign exchange and commodities trading team. Fitzpatrick transitioned careers to become an investment advisor in 2020.
-- Tyson Lokke joined Savvy after departing Farther earlier this year. Throughout his 12 years in the profession, he has also served as an advisor at United Capital and Goldman Sachs Personal Financial Management.
-- Aaron Peloquin is a consultant turned financial advisor.
-- Jared Tanimoto is a founding member of the Investopedia Advisor Council. Tanimoto has his own practice, Sedai Wealth Partners.
-- Dustin Thomas joined Savvy after spending over six years at Valeo Financial Advisors, where he established a practice serving HNW individuals. He has over 24 years of experience in the financial services industry.

Raymond James
Raymond James has welcomed financial advisors Brian Flader, Michael Flader and Chris Young to the firm's employee advisor channel, in Scottsdale, Arizona.

The team arrived from RBC Capital Markets, where they managed about $828 million in client assets. They are joined by senior client service associates Brittney Beard and Jamie Turner.

As Flader & Young Wealth Management of Raymond James they serve business owners, families, individuals, retirees and pre-retirees as part of RJA’s Scottsdale branch.