Savannah Dunn

Client Associate, Associate

Savannah joined Rockefeller Capital Management in 2024. She brings her previous experience working in client services, financial planning, and life insurance to The Montgomery Levin Group. Within the client services team, she strives to ensure personalized solutions, optimal efficiency, and timely delivery. She is passionate about cultivating relationships, implementing organizational strategies, and providing clients with confidence in their financial success.

She graduated from Auburn University with a degree in Finance and a minor in Psychology, and she received her MBA from Belmont University. Savannah and her husband Mitchell are recent Atlanta residents. In her free time, she enjoys traveling, baking, and spending time with friends and family.