Arica Savannah
Arica Savannah,
CFP® Senior Registered Client Service AssociateArica Savannah, CFP® is a senior registered client service associate with more than two decades of experience in financial services. Since beginning her career with Fidelity Investments in 2000, she has built a deep foundation of industry knowledge through her tenure with JPMorgan and now brings her expertise in client service, operations, and financial planning support to Raymond James.
Arica plays an essential role in helping clients experience service that is thoughtful, efficient, and highly organized. While the advisory team focuses on big-picture financial strategy, Arica helps support the execution of that strategy through careful coordination and consistent follow-through. Her work includes client onboarding, account maintenance, fund transfers, operational coordination, administrative support, and day-to-day client service.
Known for her operational strength, calm problem-solving approach, and strong attention to detail, Arica takes pride in helping clients navigate complex processes with greater ease and clarity. She is committed to handling each request with accuracy, efficiency, and careful attention to detail, while helping clients feel informed and supported throughout the process.
Arica understands that entrepreneurs and business owners often have demanding schedules, complex financial lives, and little time to spare. She also recognizes that retirees and those preparing for retirement often seek clarity, confidence, and peace of mind. With patience and empathy, Arica strives to make implementing and maintaining each client’s financial plan as smooth, organized, and manageable as possible.
Before entering financial services, Arica worked as a licensed vocational nurse, a background that continues to influence her compassionate and service-centered approach. Her natural care for people is reflected in the thoughtfulness and patience she brings to every interaction.
For Arica, the most rewarding part of her work is helping clients pursue meaningful financial goals, supporting them as they make progress towards those goals and celebrating them when they achieve what matters most. Outside the office, Arica loves to travel, and her family is her greatest source of joy, as she cherishes every opportunity to spend time with them.
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Arica’s educational journey is unique and rooted in resilience. Raised by a single mother and becoming a mother herself at a young age, she graduated high school a year early and completed a two‑year nursing certificate program, later building her financial experience through on‑the‑job training. She went on to earn her Certified Financial Planner® certification on her first attempt.
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Originally from Corpus Christi, Texas, Arica now lives in Mesquite, Texas. She’s a proud mother and draws strength from her life experiences. Outside of work, she enjoys thrift-store “treasure hunting” and prioritizes wellness through early-morning sauna workouts that boost both her physical health and mental clarity.
Get to know Arica
You have a day to yourself. What’s on the agenda?
Not a single thing! For me, an unencumbered day is about rest and renewal. I believe taking the time to slow down and recharge is how I regain the energy to show up fully for others.
You host a dinner party. How many place settings are there?
There are no place settings. My home is your home. Please serve yourself.
What’s your definition of success?
Being happy with myself and my life no matter the circumstances. Tough times come and go. There are ups and downs, but I believe all things work together for good. I look back with pride and gratitude.
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.