Sun Valley, ID Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,098 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

Sun Valley ID

Advisors at this office

1

Advisors at this office

H. Erik S

Series 63, Series 65

Sun Valley, ID

Merrill

H. Erik Sabiers is a Wealth Management Advisor and founding partner of The Sabiers Brayton Wealth Management Group. He is in his 36th year with Merrill Lynch Wealth Management and leads the team's overall wealth management strategy and philosophy. Erik advises clients on personalized investment portfolio construction, retirement planning and income strategies, estate planning services, tax minimization strategies, business retirement plans and exit strategies, as well as corporate executive services including managing restricted stock, concentrated stock, stock options, and stock awards. Erik earned his Bachelor of Arts from the University of Washington Business School with a concentration in Finance and his Master of Business Administration from Seattle University. He holds Series 7, 63, and 65 FINRA registrations and insurance licenses. His professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations such as the Seattle Yacht Club and the University of Washington Alumni Association. Erik lives in the Sunset Hill neighborhood of Ballard, Seattle, with his wife Maureen and their dog Whiskey. He has three grown children. His personal interests include fly fishing, boating, skiing, mountain biking, and spending time with his family in Sun Valley, Idaho.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Executive Founder/Business Owner
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