PROFESSIONAL PROFILE
The focus of our team is providing advanced financial strategies and investment solutions to high net worth individuals, families and corporations. A team approach allows us to provide our clients the best possible financial solutions and service.
Scott F. Saad is a First Vice President - Investments, Accredited Retirement Plan Consultant and Wealth Management Advisor who has been with Merrill Lynch since 1992. Scott leads two different practices at Merrill Lynch, The Saad Retirement Plan Group and The Saad Wealth Management Group with locations in Dayton, Ohio and Charleston, South Carolina. The Saad Retirement Plan Group provides guidance to our corporate clients in the selection of appropriate solutions for their company retirement plans. Our clients cover multiple industries and include several medical practices. The Saad Wealth Management Group provides financial planning and wealth management services to high net worth individuals and families. Scott has specialists on his team that have expertise in trusts and estate planning, insurance, mortgage and credit, philanthropy and not for profit services, private finance, private sales and divestitures, institutional advisory, business financing, financial planning and family office management. Scott is a graduate of the University of Dayton with a B.S. in Business Administration. Scott and his wife Beth reside in Mt. Pleasant, South Carolina with their four children, Ali, Penn, Kennon and Clara.
Keith R. Meyer is an Assistant Vice President and Financial Advisor in our Dayton, Ohio office. He is a Certified Financial Planner™ (CFP™), a designation awarded by the Certified Financial Planner Board of Standards, a Chartered Retirement Planning Counselor (CRPC®), and a Certified Financial Manager (CFM). Keith started his career at Merrill Lynch in 2001, and since then he has been dedicated to assisting clients with tailoring a plan to help achieve their financial goals and dreams. He reviews every piece of the financial puzzle for clients including portfolio monitoring and management, preparing for retirement, assisting with transitioning into retirement, insurance, wealth preservation, and estate planning. Keith is also very passionate about education. For over 5 years now, he has instructed several adult education workshops and classes on a variety of topics including retirement and investment planning at Wright State University, Greene County Career Center, Warren County Career Center, Miami University of Middletown, Butler Tech, and many other senior centers and retirement villages. Keith graduated from Wright State University where he earned a B.S. in Financial Services and another B.S. in Economics. He is a proud alumnus of WSU and is active with the university with various events and activities. In his spare time, Keith enjoys spending time with his wife Heather and son Brody in the Centerville, Ohio community. Keith is also an active member of the Society of Financial Service Professionals, the Miami Valley Estate Planners Association, the Centerville Noon Optimist Club and the March of Dimes.
Shon P. Anderson, CFP®, CRPC® is a Financial Advisor in our Dayton, Ohio office. Shon has earned the distinguished designations of Certified Financial Planner™, as well as Chartered Retirement Planning Counselor. Shon started his career in the financial services industry in 2003 and works with clients on strategic financial planning solutions. Shon utilizes a defined approach to walk each client through the financial planning process and acts as an advisor to identify and implement customized financial strategies. Shon attended Wright State University’s Raj Soin College of Business for both a B.S. degree majoring in Financial Services and an M.B.A. concentrated in Finance. In his spare time, Shon volunteers with the Dayton chapter of SCORE, Counselors to America’s Small Business, the St. Vincent DePaul gateway shelter, and is an Alumni Advisor to the Wright State Chapter of Delta Tau Delta. Furthermore, Shon returned to his alma mater as an adjunct professor and teaches evening courses in the area of personal finance. Shon enjoys many outdoor activities such as cycling, golf, and tennis. Presently, Shon resides in Fairborn, Ohio with his wife Jessica and dog Jack.
Shawn Morris is a Registered Client Associate who has been with Merrill Lynch since 1992. She handles all administrative aspects of the client relationship for our Ohio teams including questions relating to banking services, statements, online services, account contributions, tax reporting and much more. Shawn resides in Centerville, Ohio.
Ansley Mellette is a Registered Client Associate with more than 6 years of financial services experience. She handles all administrative aspects of the client relationship for our South Carolina teams including questions relating to banking services, statements, account contributions, tax reporting and much more. Ansley and her husband Bland reside in Mt. Pleasant, South Carolina with their children.