Rob Morrison

Chief Experience Officer at Savant Wealth Management

Speaker

Robert “Rob” Morrison is Savant Wealth Management's chief experience officer and is based in the firm's Lincolnshire, Illinois, office. He focuses on enhancing the client journey and expanding the firm’s service offerings. As a CERTIFIED FINANCIAL PLANNER® professional, Rob helps individuals and families navigate wealth transfer, philanthropy, proactive tax planning, retirement income strategies, risk management, and education funding.

Rob is a co-host of Savant's new podcast, The Real Return, co-authored the second edition of Victory Lap Retirement and contributed to Retirement Heaven or Hell: Which Will You Choose? His interest in the evolving concept of modern retirement stems from observing clients redefine what fulfillment looks like after traditional career arcs.

He earned a bachelor’s degree in business with a minor in communications from DePaul University in Chicago.