Eric Saddler
I am a graduate of Miami University, a proud father of one daughter and caretaker to a couple of spunky pups.
I take pride in utilizing a wholistic planning approach with my clients. I ask many questions and rely on the answers to choose an optimal strategy for my clients' financial needs.
Retirement planning, wealth management, and legacy planning are areas of specialization.
I have spent nearly three decades helping individuals, families and businesses structure a plan for their financial futures. I always start with the big picture, understanding my clients' goals, values and life circumstances and put together a plan to evolve with them. Clarity, discipline and education ensure my clients understand what they are doing with their money as well as why we are making the decisions.
Outside of professional work I value continuous learning and remaining current with industry trends so I can continue to deliver informed, practical advice. I am also an avid, forever improving, golfer. I am a father of one and have two mischievous yet adorable pups.
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.
