Savant Wealth Management Welcomes DeLynn Zell and Spenser Segal to Board of Managers

Savant Wealth Management is pleased to announce the addition of two industry leaders, DeLynn Zell and Spenser Segal, to its Board of Managers.

DeLynn Zell: A Trailblazer in RIA Leadership

DeLynn Zell brings a wealth of experience and influence to Savant’s board. In 2008, she co-founded Bridgeworth Wealth Management, successfully scaling the firm to rank among Forbes’ Top RIA1 firms and one of the largest independent, privately owned RIAs in Alabama. Zell’s notable journey continued as she guided Bridgeworth Wealth Management through a strategic acquisition by Savant Wealth Management in late 2023. As a respected voice in the RIA industry, Zell has served on the Forbes Financial Council, an exclusive collective of business owners and leaders. She was invited to join Schwab’s 20-member National Advisory Council, further showcasing her industry experience and leadership.

Acknowledged by Forbes among America’s Top Women Wealth Advisors2, Zell is passionate about fostering diversity in the financial advisory field. Her dedication to recruiting, mentoring, and developing women advisors has had a meaningful impact, contributing to her former firm, Bridgeworth, having 32% women advisors.

Spenser Segal: A Visionary in Financial Services

Spenser Segal, with over three decades of expertise in the financial services realm, joins the board with an understanding of the challenges and opportunities within the industry. Segal played a pivotal role as part of the founding team of Bigcharts, an online financial information service later acquired by CBS MarketWatch. His career trajectory includes key leadership roles at Dain (now RBC Wealth) and American Express Financial Advisors (now Ameriprise). He is the founder and CEO of ActiFi, Inc., a premier provider of engagement solutions for advisors in the wealth management industry.

Recognized as an authority in his field, Segal has shared his insights at over 50 conferences, covering business value creation through advisor engagement, technology optimization, workflow enhancement, technology use and integration, and strategies for organic growth.

Savant Wealth Management looks forward to the continued growth and success these leaders will bring to the organization. The addition of DeLynn Zell and Spenser Segal to the Board of Managers further strengthens Savant’s commitment to excellence and innovation in the wealth management industry.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at

1 Forbes 2023 Top RIA Firms was compiled by SHOOK Research and is completely independent and objective. Neither Forbes nor SHOOK received a fee in exchange for ratings.

2 Forbes Top Women Wealth Advisors Best-In-State 2021-2023 was compiled through qualitative and quantitative criteria, interviews, compliance records, revenue, and AUM. No compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.