Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Saba launched his career in the financial services industry in 2012 as a Corporate and Investment Banking Analyst at Citibank and joined Merrill Lynch as a Financial Advisor in 2016.
By combining personalized service with the investment insights of Merrill Lynch and access to the banking convenience of Bank of America, Saba supports all aspects of his clients’ financial lives and serves as a single point of contact for connecting them with Merrill Lynch and Bank of America’s broad range of solutions, based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.
Saba utilizes Merrill Lynch’s Goals-Based Wealth Management to place his clients’ individual needs and goals at the center of the wealth management process. To help high net worth individuals, families, business entities and organizations achieve their financial goals, Saba creates customized strategies and portfolios. His process is designed to deliver a personalized, consistent experience that goes beyond portfolio management.
Saba works with clients with many different financial backgrounds. Whether a person is in the early stages of wealth accumulation, or preparing to retire, Saba provides guidance to build a successful financial strategy to help them achieve their financial goals.
Saba actively collaborates with his clients’ other advisors, such as attorneys and accountants, to get the most comprehensive picture of each client’s financial situation in order to help them meet their needs and develop tax efficient strategies*.
A graduate of Taras Shevchenko National University of Kyiv, he earned his Bachelor's degree in Business Administration with a concentration in Finance. During his years at college, Saba chaired the economic committee at U.S. Embassy youth council, represented the school's chess team in competition and was the university chess championship winner.
Saba currently holds the Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) FINRA registrations. Saba splits his time between Boston and New York, where he is a dedicated member of the Jewish community and plays an active role in the Chabad-Lubavitch movement.
Saba is skilled downhill skier, chess player and classical music enthusiast.
Along with English, Saba speaks five other languages: Russian, German, Hebrew, Ukrainian and Georgian.
English, German, Hebrew, Russian & Ukrainian
Taras Shevchenko National University of Kyiv
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.