Your trusted partner in corporate financial success
We are a U.S.-registered limited liability company, regulated by the Securities and Exchange Commission (SEC), and supported by a management team with over 30 years of experience in asset management. Our mission is to drive sustainable growth for our clients by providing solutions tailored to their unique business needs.
Our Expertise
Decades of financial knowledge at your service
Our team at Financial Savvy Advisory consists of seasoned professionals who bring a wealth of knowledge and industry insight to every project. With decades of experience, we have honed our ability to navigate complex financial landscapes and offer bespoke solutions that cater to the evolving needs of businesses worldwide. We specialize in providing tailored retirement planning strategies to ensure financial security and growth for individuals and organizations alike.
Built on integrity and transparency
We believe that trust is the cornerstone of any successful business relationship. At Financial Savvy Advisory, we operate with the highest levels of integrity, offering transparent, reliable services that our clients can count on. Our commitment to ethical practices ensures that your business’s financial health—and your retirement plans—are always in safe hands.
OUR TEAM
The experts behind your financial success
Financial Savvy Advisory brings nearly 30 years of expertise in portfolio management, compliance, and strategic consulting, offering tailored, regulatory-compliant solutions to meet the evolving needs of businesses and secure retirement planning.
DIRECTOR
George Mykoniatis
George Mykoniatis is a seasoned financial professional with over 26 years of experience in the industry.
George Mykoniatis
George Mykoniatis is a seasoned financial professional with over 26 years of experience in the industry. He currently serves as a broker at Financial Savvy Advisory, where he brings his extensive expertise in the financial services sector. Prior to joining Financial Savvy Advisory, George worked with Breakwater Group Distribution Services, LLC and Mainsail Group LLC, along with notable roles at UBS Warburg LLC and SBC Warburg Dillon Read Inc.. He is registered in New York and regulated by FINRA, offering his expertise to clients with a strong background in various financial firms and services.
PRINCIPAL FINANCIAL CONSULTANT
Hank M. Clayton
Hank M. Clayton is an principal financial advisor at Financial Savvy Advisory
Hank M. Clayton
Hank M. Clayton is a financial advisor based in New York, NY, with 25 years of experience. Currently at Wells Fargo Advisors, he has previously worked with Paulson Investment Company, Inc., Phillips & Company Securities, and Willamette Securities, Inc. Hank holds several licenses, including Series 63, 66, 7, 24, and Securities Industry Essentials (SIE), allowing him to operate as a securities agent and investment advisor representative in 44 states. He is also registered with FINRA, NYSE American LLC, Nasdaq Stock Market, and the New York Stock Exchange.
ARUN SURI
Arun Suri
Arun Suri is an experienced Investment Adviser (IA) with a track record of over 30 years in the financial industry. He is currently affiliated with Financial Savvy Advisory, where he continues to provide trusted financial services. Arun has previously worked with notable firms such as Osaic Wealth, Inc. and Signator Investors, Inc., gaining extensive experience in asset management and strategic consulting. He is registered in multiple states including Michigan, Ohio, and New Jersey, and has a history of working within FINRA-regulated firms.
PORTFOLIO MANAGER
ROBERT FRED FRASCONA
Robert Fred Frascona
Robert Fred Frascona brings over 24 years of experience in the financial industry and is currently with Financial Savvy Advisory. Before joining the company, Robert worked with Cigna Benefits Financing, Inc., Prudential Investment Management, and HSBC Private Bank in Monaco, where he headed a hedge fund desk. He also gained valuable experience at Credit Suisse Asset Management and a Swiss family office, focusing on hedge fund research, due diligence, and portfolio construction. Robert began his career at Ernst & Young, auditing hedge funds and mid-sized companies. With his extensive background and industry network, he now provides expert financial strategies and solutions to clients globally at Financial Savvy Advisory
PROFESSIONALS YOU CAN TRUST
A qualified team of advisors for your funds management
Our team of highly qualified professionals brings decades of experience to the table, backed by industry-recognized certifications and numerous awards. We pride ourselves on delivering top-tier service with a focus on excellence and integrity
