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PUBLIC-SOURCE PROFILE

Patti B. Black

Financial Advisor / Member Owner

Savant Wealth Management

Birmingham, Alabama

BACKGROUND & PLANNING FOCUS

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Patti B. Black helps families make financial decisions that reflect their values and responsibilities. Her experience includes the needs of people supporting both children and aging parents. She brings more than three decades in financial services to planning that addresses retirement, taxes, education, estate concerns, and wealth transfer.

Comprehensive financial planningRetirement planningEstate planningEducation planningCFPCSA
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BEFORE YOU MAKE A DECISION

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  • Which services and experience are most relevant to my situation?
  • In what capacity would you work with me, and when would you act as a fiduciary?
  • What would I pay, including commissions, product costs, and any referral fees?
  • Who holds my assets, and how would we communicate and measure progress?

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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

The official biography explicitly identifies this advisor office city and state.

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