Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sal J. Miletello, IV is a Senior Vice President and a Wealth Management Advisor in the Shreveport Complex. His career began with Merrill on Feb 1st, 1992 after graduating from the University of Louisiana at Monroe. On October 1, 2000, Sal earned the Certified Investment Management Analyst® (CIMA®) certification, administered by Investment Management Consultants Association® (IMCA®) and taught in conjunction with The Wharton School, University of Pennsylvania. Sal also is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. in 1998.
Sal lives in Shreveport with his wife Kendra. He has four children, Faith, Hope, Samuel and Luke. He is active in contributing time, talent and resources to make a difference in the lives of others. One of the organizations is FDDOC Winners’ Circle, Inc., founded by Kendra and Sal, which is an after school tutoring non-profit serving over 15,000 children to-date. Another organization is Pilots for Patients, which has flown over 5,500 free flights for medical care in the 13th year of operation.
For Sal’s outstanding volunteer service on behalf of Louisiana’s children, he was named one of the 2010 winners of the Angel Award® presented by the Blue Cross and Blue Shield of Louisiana Foundation. Sal and Kendra are supporters of higher education with a First Time Generation Scholarship to attend LSU of Shreveport matched by the Louisiana Board of Regents, an endowed scholarship for LSU in Baton Rouge and a First Time Generation Scholarship for Baylor University.
Sal has been married for 27 years to his wife Kendra and they enjoy many hobbies together including traveling, relaxing at the lake, attending sporting events, boating and being with their family. As an Instrument-rated pilot, Sal’s interest in aviation has help start a program within the after-school program to connect children with simulators and drones.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Louisiana System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.