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

I help experienced professionals in the oil and gas industry plan for their best possible legacy. Each meeting starts with a simple, friendly conversation. First, we get to know each other, discuss your goals, and explore financial planning options. You can ask as many questions as you like. There are no sales pitches or confusing jargon—just an honest chat about how I can help. Together, we'll decide if we're a good fit to move forward. If not, we'll part as friends. Your first meeting is always free and without any obligation.

I know the oil and gas world because I worked in it for 27 years. Now, as a financial planner, I do much more than manage investments. I focus on helping you build, grow, and pass on your wealth in a tax-smart way. I also help my clients pass down important values, a sense of responsibility, and purpose to the next generation. To make sure more of your hard-earned money stays with your family, faith, or favorite causes—and less goes to taxes—I work closely with your CPA, estate planning attorney, and other advisors.

My education includes professional certifications from The Wharton School, Rice University, and Yale School of Management. These show my dedication to staying sharp so I can help my clients succeed in building and protecting their wealth.

I'm supported by an amazing team – SHAE DRAKE, my Wealth Management Client Associate, JONATHAN VASQUEZ, my Wealth Management Banking Specialist, MAYELIN THEN, my Small Business Banker, and KIMBER CLIMIE, my Wealth Management Lending Officer along with top experts, advanced tools, and trusted professional partnerships to give you the best service possible.

Growing up in a hardworking Italian immigrant family, I saw firsthand how tight money could affect a household. Those early lessons inspired me to help others feel confident about their financial future. I live in Spring, TX, with my wife, Rhonda, a nurse anesthetist, and our award-winning Samoyed dogs. In my free time, I enjoy family time, golf, volunteering, playing guitar, reading, working out, and riding my sport bike around town.

Let's talk about your financial goals and dreams! Reach out by phone, email, 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.

I help experienced professionals in the oil and gas industry plan for their best possible legacy. Each meeting starts with a simple, friendly conversation. First, we get to know each other, discuss your goals, and explore financial planning options. You can ask as many questions as you like. There are no sales pitches or confusing jargon—just an honest chat about how I can help. Together, we'll decide if we're a good fit to move forward. If not, we'll part as friends. Your first meeting is always free and without any obligation.

I know the oil and gas world because I worked in it for 27 years. Now, as a financial planner, I do much more than manage investments. I focus on helping you build, grow, and pass on your wealth in a tax-smart way. I also help my clients pass down important values, a sense of responsibility, and purpose to the next generation. To make sure more of your hard-earned money stays with your family, faith, or favorite causes—and less goes to taxes—I work closely with your CPA, estate planning attorney, and other advisors.

My education includes professional certifications from The Wharton School, Rice University, and Yale School of Management. These show my dedication to staying sharp so I can help my clients succeed in building and protecting their wealth.

I'm supported by an amazing team – SHAE DRAKE, my Wealth Management Client Associate, JONATHAN VASQUEZ, my Wealth Management Banking Specialist, MAYELIN THEN, my Small Business Banker, and KIMBER CLIMIE, my Wealth Management Lending Officer along with top experts, advanced tools, and trusted professional partnerships to give you the best service possible.

Growing up in a hardworking Italian immigrant family, I saw firsthand how tight money could affect a household. Those early lessons inspired me to help others feel confident about their financial future. I live in Spring, TX, with my wife, Rhonda, a nurse anesthetist, and our award-winning Samoyed dogs. In my free time, I enjoy family time, golf, volunteering, playing guitar, reading, working out, and riding my sport bike around town.

Let's talk about your financial goals and dreams! Reach out by phone, email, 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.