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Saad Vannatta & Associates

75 Port City Lndg

Mount Pleasant SC 29464

(877) 971.4572

Learn more about an advisor's background on

Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.

Saad Vannatta & Associates

WelcomeSolutions For InstitutionsSolutions For IndividualsRecognitionAbout UsEventsMeet Our TeamInsights

Welcome

Managing your wealth begins with a deep understanding of your full financial picture.
Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.
We will work to help you pursue your goals through personalized wealth management strategies.

Recognition

Scott Saad

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2016

(Published on September 15, 2016. Rankings based on data as of Dec 31, 2015.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2016

(Published on September 15, 2016. Rankings based on data as of Dec 31, 2015.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Show more recognition

Scott Saad

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2016

(Published on September 15, 2016. Rankings based on data as of Dec 31, 2015.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Financial Times "Top 401 Retirement Plan Advisors", 2016

(Published on September 15, 2016. Rankings based on data as of Dec 31, 2015.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Paul Vannatta

Managing Director, Wealth Management Advisor

Barron's "Top 1200 Financial Advisors", 2020-2022, 2024-2025

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1200 Financial Advisors", 2020-2022, 2024-2025

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Daniel Pegues

First Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Saad Vannatta & Associates

Forbes "Best-in-State Wealth Management Teams", 2023-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

About Us

Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Thursday, November 20th 2025| 4:00 PM

Cybersecurity Awareness with Jim Scopis

Join us for a LIVE VIRTUAL discussion:

Thursday November 20, 2025
4:00 PM - 5:00 PM EST

Jim Scopis, Cyber Crime Sr. Specialist, Bank of America GLobal Technology, will present
procedures for ...

Meet Our Team

Scott Saad,

CPFA®

Senior Vice President, Wealth Management Advisor

843.800.6821

Whitney L Dieter

Registered Wealth Management Client Associate

843.800.6985

Paige Kuehmeier

Officer, Wealth Management Client Associate (FP)

843.800.6828

Paul Vannatta,

CFP®, CRPC™

Managing Director, Wealth Management Advisor

843.800.6823

Daniel Pegues,

CEPA®, CPFA®

First Vice President, Senior Financial Advisor

843.800.6848

Courtney Ann Zalinski,

CIMA®

Vice President, Senior Investment Manager

843.800.6825

Cynthia M Sellers,

CFP®

Vice President, Senior Wealth Planner

843.800.6822

Christopher Gilbert,

CPFA®, CRPS™

Vice President, Senior Financial Advisor

843.800.6812

Mckenna Hough,

CRPC™

Relationship Manager

843.800.6870

Emily Lenora Wood,

CRPC™

Assistant Vice President, Wealth Management Associate

843.800.6824

Josephine Pegues Beebe,

CRPC™

Officer, Registered Wealth Management Client Associate

843.800.6830

Penn Saad

Financial Advisor

843.800.6809

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.