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Experience

Saul is a financial advisor with The Wealth Center at Meaden & Moore. As a key member 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 20 years of experience in the financial services industry and expertise in portfolio management. Saul has more than $220 million in assets under management (as of 12/30/2018).

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

  • Five-Diamond Eagle 2017, 2018*
  • Four-Diamond Eagle 2014, 2015, 2016*
  • Three-Diamond Eagle 2011, 2012, 2013*

* 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

Saul A. Stephens

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