Ivana Gavran serves as our Individual Education/Investment Service Manager. Ivana joined Pension Advisors after seven years at Fidelity Investments where she held several roles. Ivana obtained her licenses soon after joining Fidelity where she started as a Securities Trader in a fast-paced phone site environment. She quickly excelled and was relocated to Cleveland to work as a Private Client Specialist in their High Net Worth group. As a Relationship Manager, Ivana was responsible for over 2,000 individual client relationships and approximately 2.2 billion dollars under management.
Ivana has studied International Relations and German at the University of Utah and is fluent in three Languages: Croatian, German and English.
Ivana has the Series 7, 63, 66, Life & Health licenses.
In her free time Ivana enjoys spending time with family and friends; outdoor activities such as skiing, volleyball, running and cycling. Originally from Croatia, she is an avid soccer and basketball fan (Croatian National Team and Cleveland Cavaliers.)
Latest Updates & Information
Check out the Second Quarter Market Insights led by Beth Spurry.Watch video here
U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.Read full story here
There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.Read full story here