Saad Vannatta & Associates
75 Port City Lndg
Mount Pleasant, SC 29464
(877) 971.4572
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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
Merrill Lynch Wealth Management
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.

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Welcome to our Website

Supporting a strong retirement plan and helping to keep it on track The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

For Plan Sponsors Your role as a plan sponsor is more challenging than ever, and it’s not something to face alone. We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you provide a strong, healthy and fully compliant program that runs smoothly, engages your employees and makes your job easier. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan.

Fiduciary Advisory Services1 Through Fiduciary Advisory Services, we can help you design and maintain an investment menu. Investment Policy Statement (IPS)3 Comprehensive due diligence processes to identify appropriate investments Proactive delivery – online and by your designated advisor – of investment performance reporting every quarter Report providing fund analysis and market trends.

1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.

2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.

3 IPS service is not available for FAS Discretionary. The plan sponsor is responsible for the approval and final adoption of the IPS.

For Employees Financial Life Benefits® provides employees access to a seamless integrated solution that supports their broad financial needs. They will be able to take advantage of tools, resources, insights, education and guidance from Bank of America Corporation affiliates. Helping your employees:

  • Understand the impact of financial decisions.
  • Prepare for life events, short- and long-term.
  • Create a financial strategy.
  • Take action and stay engaged.
  • Reduce stress.
Recognition
Scott Saad
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 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 recognition
Saad Vannatta & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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, June 13th 2024| 3:00 PM
Protecting yourself from cybercrime at home and on the go

Graduation season and summertime can present cyber criminals with opportunities to take advantage of college students who may be taking on financial responsibilities for the first time and travelers who may be distracted while away from home. To help our clients protect their families and assets, we're pleased to offer the second in our quarterly series of cybersecurity webcasts: "Protecting yourself from cybercrime at home and on the go." Join Ben Tweel, a senior cybercrime specialist with Bank of America's Global Information Security team to learn why you might be at risk, what to be aware of and which best practices can help protect you, your family and assets.

Meet Our Team
Scott Saad,

CPFA™

Senior Vice President, Wealth Management Advisor
843.800.6821
Paul Vannatta,

CFP®, CRPC™

Managing Director, Wealth Management Advisor
843.800.6823
Daniel Pegues,

CPFA™

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™

Assistant 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
Officer, Registered Wealth Management Client Associate
843.800.6830
Whitney L Dieter
Registered Wealth Management Client Associate
843.800.6985
Paige Kuehmeier
Wealth Management Client Associate
843.800.6828
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.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
David Samman
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Zachary D. Kallick
Employee Benefits Specialist
Bank of America, N.A.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.