Saty serves a wide range of client needs and can draw on this experience to design strategies to help address significant developments in your life. These may include exploring options for selling or exiting your company, picturing your life after a major liquidity event, or establishing a legacy for the next generation.

Saty believes his focus on planning can give rise to big picture thinking around your aspirational goals, while pursuing a methodical approach to assist with the financial necessities of a growing family or maintaining your lifestyle in retirement. Saty is determined to build your financial strategy together with you, collaborating on the amount of risk that is consistent with each of your goals.
 
Embracing a team approach, Saty considers himself privileged to work side-by-side with Wealth Management Advisor and Portfolio Manager Adam Goldman, who lends his vision and imaginative strategies to help advance a wide range of goals, including retirement income planning, education financing, wealth transfer, or acquiring a second home, among other goals.

Before joining Merrill in 2014, Saty was a director at Morgan Stanley for eight years. He is a graduate of Michigan State University with a Bachelor’s degree. He holds the Certified Plan Fiduciary Advisor^® CPFA^®, Certified Private Wealth Advisor^® (CPWA^®) and the Certified Exit Planning Advisor (CEPA^®) designations. Saty resides in Ardmore, PA with his wife and three children. He looks forward each season to coaching his children in youth basketball, and he also enjoys playing basketball himself, as well as gardening and bowling.