Saulo has devoted the last 18 years to his passion for helping people achieve their financial dreams. He focuses on serving the unique wealth management needs of successful business owners and entrepreneurs — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.
Saulo enjoys working with his clients of all ages to focus on financial matters affecting them. He discusses different life events with clients, whether it be retirement, education planning, asset accumulation, large purchase or recurring spending, long term care, life insurance, and budgeting. He also focuses on debt and liability management to establish home financing through Bank of America, N.A. (NMLS 1897076)
In order to serve clients, Saulo leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals.
Passionate about delivering excellent service, Saulo works to help his clients save time, make more informed financial decisions and drive progress.
Saulo follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.