Savas Constantinou, CFP®, CTFA, CBEC® 

Savas is joining us from the Advanced Planning Group at Hancock Whiney Bank where he supported and collaborated with 12 Wealth Teams and Commercial Bankers to provide and execute planning strategies for HNW clients.  He has over 25 years of experience in financial planning, trust & estate, business exit planning, investments, insurance and banking working with high-net-worth clients and business owners.  Over his career Savas has worked with several wealth management and trust companies including HSBC Bank USA, Merrill Lynch Trust Company, Wachovia Bank, and TIAA-CREF in the New York City/ New Jersey area.

Savas earned his Bachelor of Arts Degree from Rutgers University, New Brunswick, NJ.  He attended Cannon Financial Institute, Athens, GA where he completed the Personal Trust Program. He has attended training from and consulted with the International Exit Planning Association (IEPA) and Business Enterprise Institute (BEI) for exit planning engagements.

Savas has attained the CERTIFIED FINANCIAL PLANNER (CFP®), the Certified Trust and Fiduciary Advisor (CTFA), and the Certified Business Exit Consultant (CBEC®) designations.  He holds FINRA Series 7, 6, 63, 65 and Florida Life, Variable Annuity and Health Insurance License (0215).