Merrill Lynch Wealth Management - Don P. Martone, CFP®, CPWA®, ChFC®, CLU®

I help seasoned oil & gas related professionals live their best legacies. Each initial conversation begins with a sincere desire to create a new friendship. I start with introductions, identify goals and objectives, review potential financial planning options and end with an opportunity for last-minute questions and answers. No sales pitches, jargon or intimidation, just an honest conversation about how I serve clients to the best of my abilities. We then determine together if we are an ideal fit to move on to the next step, or agree to part as friends. Initial discovery meetings are always complimentary and without obligation.

I understand oil & gas related professionals having worked in the sector for 27 years. As a financial professional now, I go far beyond mere investment management and deliver a tax-smart approach to wealth accumulation, distribution and transfer. I teach my affluent clients that transferring the right values, skills, sense of responsibility and purpose to the next generation is as necessary to creating a successful legacy as the dollars left behind. I also coordinate with other client advisors, including CPA's and estate planning attorneys to help ensure more of those dollars are left to family, faith and philanthropy and less to the IRS.

Professional certificates from The Wharton School at the University of Pennsylvania, Rice University and Yale School of Management demonstrate that I spend considerable time honing my own skills to help my clients get better at growing, preserving, leveraging and transferring their wealth.

I am supported by a fantastic Wealth Management Client Associate, Shae Drake, as well as numerous experts, advanced technology and outside professional partnerships to help ensure financial assets are preserved and hard at work.

Raised in a family where money was always tight, I inherited a strong work ethic from my Italian immigrant father and learned how to invest at an early age to help relieve money anxieties at home. Early childhood experiences like these forged my passion to help others achieve their own financial goals, balance competing priorities, stay on course and enjoy fulfilling and healthy lives. I live in Spring, TX with my wife, Rhonda, a certified registered nurse anesthetist, and our award-winning Samoyed ‘children'. I spend my free time being with my family, playing golf, reading, volunteering within my community, working out with weights, enjoying my guitars and riding my sport bike around town.

Call or email me to discuss your family's long-term financial goals and dreams or connect with me on LinkedIn.

General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) registrations; Life, Accident and Health Insurance Agent; securities registered and insurance licensed in multiple states; CERTIFIED FINANCIAL PLANNER™ Practitioner.


DON P. MARTONE, CFP®, CPWA®, ChFC®, CLU®
Vice President | Financial Advisor | Sr. Portfolio Advisor | NMLS ID: 2422242

Merrill Lynch Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc.
1780 Hughes Landing Blvd, Suite 900, The Woodlands, TX 77380
T 281-882-4818 F 281-466-4520
don.martone@ml.com

Click My Website for timely information that matters to you!

I help seasoned oil & gas related professionals live their best legacies. Each initial conversation begins with a sincere desire to create a new friendship. I start with introductions, identify goals and objectives, review potential financial planning options and end with an opportunity for last-minute questions and answers. No sales pitches, jargon or intimidation, just an honest conversation about how I serve clients to the best of my abilities. We then determine together if we are an ideal fit to move on to the next step, or agree to part as friends. Initial discovery meetings are always complimentary and without obligation.

I understand oil & gas related professionals having worked in the sector for 27 years. As a financial professional now, I go far beyond mere investment management and deliver a tax-smart approach to wealth accumulation, distribution and transfer. I teach my affluent clients that transferring the right values, skills, sense of responsibility and purpose to the next generation is as necessary to creating a successful legacy as the dollars left behind. I also coordinate with other client advisors, including CPA's and estate planning attorneys to help ensure more of those dollars are left to family, faith and philanthropy and less to the IRS.

Professional certificates from The Wharton School at the University of Pennsylvania, Rice University and Yale School of Management demonstrate that I spend considerable time honing my own skills to help my clients get better at growing, preserving, leveraging and transferring their wealth.

I am supported by a fantastic Wealth Management Client Associate, Shae Drake, as well as numerous experts, advanced technology and outside professional partnerships to help ensure financial assets are preserved and hard at work.

Raised in a family where money was always tight, I inherited a strong work ethic from my Italian immigrant father and learned how to invest at an early age to help relieve money anxieties at home. Early childhood experiences like these forged my passion to help others achieve their own financial goals, balance competing priorities, stay on course and enjoy fulfilling and healthy lives. I live in Spring, TX with my wife, Rhonda, a certified registered nurse anesthetist, and our award-winning Samoyed ‘children'. I spend my free time being with my family, playing golf, reading, volunteering within my community, working out with weights, enjoying my guitars and riding my sport bike around town.

Call or email me to discuss your family's long-term financial goals and dreams or connect with me on LinkedIn.

General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) registrations; Life, Accident and Health Insurance Agent; securities registered and insurance licensed in multiple states; CERTIFIED FINANCIAL PLANNER™ Practitioner.


DON P. MARTONE, CFP®, CPWA®, ChFC®, CLU®
Vice President | Financial Advisor | Sr. Portfolio Advisor | NMLS ID: 2422242

Merrill Lynch Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc.
1780 Hughes Landing Blvd, Suite 900, The Woodlands, TX 77380
T 281-882-4818 F 281-466-4520
don.martone@ml.com

Click My Website for timely information that matters to you!