Satyam Desai
Senior Vice President, Senior Resident Director - Wealth Management Advisor
NMLS #1248608
724 West Lancaster Ave
Wayne PA 19087
(610) 687.7985
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2023
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
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About Me
Welcome

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.

Meet Our Professional Staff
Helen K Henderson-Ford
Officer, Wealth Management Client Associate - RDA
610.687.7982
Avery Butler,

CFP®

Registered Wealth Management Client Associate
484.530.5339
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Jonathan Torres
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Satyam Desai is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.