Experience
Saul is a financial advisor with The Wealth Center at Meaden & Moore. As the Director of the Wealth Center team, Saul provides estate, investment, insurance, retirement and business succession planning services for business owners, executives, professionals, non-profit organizations and retirees. He brings to the organization 25 years of experience in the financial services industry and expertise in portfolio management. Saul has more than $400 million in assets under management (as of 10/11/2023).
Sharing the firm’s core values of integrity and professionalism, Saul demonstrates his commitment to these principles through the personalized service he delivers to his clients. Saul initiates The Wealth Center’s comprehensive financial analysis process with a thorough evaluation of a client’s objectives.
Equipped with this insight, he then assembles the right team to provide customized solutions to achieve the individual’s goals. Acting as member of the client’s advisory team entails working with outside organizations and advisors to ensure that appropriate legal instruments and tax planning services are delivered in concert with the client’s financial strategies.
Check me out on BrokerCheck.
Education
The University of Akron, BS in Accounting
Investment Advisor Representative
FINRA Exams:
- Series 7
- Series 66
Licensure:
- Life, Health and Variable Annuity
Personal Achievements & Awards
-
Top Producer Elite – 2021
-
Avantax Elite Summit 2022, 2023
-
Five-Diamond Eagle 2017, 2018, 2019*
-
Four-Diamond Eagle 2014, 2015, 2016*
-
Three-Diamond Eagle 2010, 2011*
* The Diamond Eagle award is given to firms based on the criterion of the firm's production volume across all product lines.
Professional Development
Estate Planning Council of Cleveland
