Penn Saad

As a Financial Advisor backed by the full resources of Merrill and Bank of America, I'm proud to be a part of a dedicated 11-person wealth management team partners with Merrill and Bank of America specialists. This provides clients with in depth experience and services tailored to your unique needs, similar to the experience of having a Family Office which is usually only available to the ultra-wealthy.
What sets my approach apart is that I work alongside my dad, who has decades of experience building long-term client relationships. Together, we're committed to delivering the same trusted guidance for your entire retirement journey – not just today, but well into the future. You won't have to worry about switching advisors in the middle of your retirement because I'm building a legacy of service that will be here for you every step of the way. Before joining this team, I spent 15 years as a golf professional, where I developed a passion for genuine relationship-building and helping others achieve their goals – values I carry into every client relationship.
Our Wealth Planning process begins with me learning what truly matters most to you, followed by creating a customized plan that fits your life and legacy. I absorb the costs of these initial steps with no obligation – so we can decide if this is the right collaboration. Once we're working together, I'll be with you every step of the way, helping review and adjust your strategy as your life and goals evolve. And most importantly, I strive to make myself extremely accessible – so you can always have a trusted advisor who knows your story and priorities, available whenever you need.