Teryn’s Approach
Teryn A. Fitzgerald
CFP®, CTFA, ECA
Financial Advisor / Member Owner
Overview
Teryn Fitzgerald serves as a financial advisor in Savant’s Rockford, Illinois office, where she partners with individuals and families to design financial plans tailored to their goals and life circumstances. A resident of Milwaukee, she also works closely with those who live in that area. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Financial Advisor (CTFA), she focuses on wealth transfer and philanthropy, proactive income and estate tax planning, retirement income optimization, retirement cash flow projections, insurance planning, debt management, and education funding.
Teryn has worked in the financial services industry since 2009 and previously worked as a senior financial planner at Savant, collaborating with the Advisory Team to prepare financial plans and develop tax strategies for clients.
She serves as treasurer for the Young Professionals Board for Special Spaces, an organization that helps design and renovate rooms for children with cancer. Previously, she participated in Young Women’s Alliance and volunteered with Girls Empowerment Network, teaching young women confidence-building and leadership skills.
Teryn earned a bachelor’s degree in business administration from Indiana University, graduating with highest distinction. She holds the Equity Compensation Associate (ECA) designation from the Certified Equity Professional Institute at Santa Clara University.
When she’s not working with clients, Teryn spends time reading widely, crafting, traveling, and walking her spirited Pyrenees dog. With six sisters, much of her free time is filled with family connections.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Indiana University
Bachelor of Science in Business Administration with highest distinction
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- CTFA
- ECA
Affiliations
- Special Spaces – Young Professionals board member and volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Turn $1M+ Savings into Retirement Income Video from Savant Wealth Management
Watch the video "Turn $1M+ Savings into Retirement Income" to learn expert strategies on retirement. Get practical tips from Savant…
Can I Change My Residency to Florida to Save Money on Taxes? | Ask a Savant Financial Advisor
If you split your time between a high-tax state and a low-tax state, one common question is, “Can…
I Inherited Stock From My Parents. Do I Keep it or Sell it? | Ask a Savant Financial Advisor
After you are gifted or inherit securities, it’s common to wonder whether you should sell or hold on…
Your Stock Compensation in Volatile Markets
Volatile markets can be especially worrisome for employees who hold a significant concentration in their employer's stock. Here…
All Insights by Teryn A. Fitzgerald
8 insights
Turn $1M+ Savings into Retirement Income Video from Savant Wealth Management
Watch the video "Turn $1M+ Savings into Retirement Income" to learn expert strategies on retirement. Get practical tips from Savant…
Can I Change My Residency to Florida to Save Money on Taxes? | Ask a Savant Financial Advisor
If you split your time between a high-tax state and a low-tax state, one common question is, “Can…
I Inherited Stock From My Parents. Do I Keep it or Sell it? | Ask a Savant Financial Advisor
After you are gifted or inherit securities, it’s common to wonder whether you should sell or hold on…
Your Stock Compensation in Volatile Markets
Volatile markets can be especially worrisome for employees who hold a significant concentration in their employer's stock. Here…
Remember the Four T’s of Employee Stock Options
Stock options give employees the right to buy company stock at a stated price within a specific period…
What to Consider Before Tapping Into Your 401(K) Under the CARES Act
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those…
What is Cost Basis Reporting?
Cost basis is a crucial piece in determining how much gain/loss from the sale of an investment will…
A Tax Saving Rollover Option for Your Company Stock
Retirement plan trigger events (death, disability, separation from service, or reaching age 59 ½) come with an opportunity….
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.