Saulo Romero

Drawing on more than two decades in banking and financial services, Saulo is dedicated to helping ultra-high-net-worth individuals and families develop a thoughtful, cohesive and purposeful approach to managing their wealth.
As an integral part of client relationships, Saulo is committed to delivering attentive, personalized service and fostering frequent, meaningful interactions. He takes pride in helping clients simplify the complexities of their wealth, leading a concierge-style experience that offers objective advice, tailored guidance and a clear roadmap to pursue their financial goals.
Born in Mexico City and fluent in Spanish, Saulo began his banking career in 2006 and joined Merrill in 2019. He transitioned to wealth management because, as he explains, “The work I do as a financial advisor isn’t transactional. I build lifelong, meaningful relationships that go beyond a single event, and I’m honored to be part of every milestone in my clients’ lives.”
Saulo is skilled in guiding clients through major financial decisions, whether transferring or selling a business, optimizing executive compensation, designing tax-minimization strategies, passing wealth to the next generation, or supporting causes they are passionate about.
Outside of work, Saulo and his wife enjoy raising their two children. In his free time, he can often be found running, playing golf, reading, or watching movies.