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

I selected Merrill Lynch as a financial advisor and financial planner to help professionals and business owners achieve more of what matters most to them. I deliver a holistic approach using an established process designed to help my clients grow, protect and transfer their wealth. Markets can be turbulent, so I cannot guarantee that tough times will never return, but I partner with my clients to help navigate the road toward achieving their long-term financial goals.

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 track and live fulfilling lives. I do this by clearly explaining complex concepts, developing deep personal relationships and closely coordinating with other client advisors, including CPAs and attorneys, to help execute specific tax-smart strategies and estate considerations.

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. Professional certificates from The Wharton School at the University of Pennsylvania and Rice University demonstrate my commitment to helping my clients get better at winning this game called Life.

Focus Areas:
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Insurance & Annuities

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.

I selected Merrill Lynch as a financial advisor and financial planner to help professionals and business owners achieve more of what matters most to them. I deliver a holistic approach using an established process designed to help my clients grow, protect and transfer their wealth. Markets can be turbulent, so I cannot guarantee that tough times will never return, but I partner with my clients to help navigate the road toward achieving their long-term financial goals.

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 track and live fulfilling lives. I do this by clearly explaining complex concepts, developing deep personal relationships and closely coordinating with other client advisors, including CPAs and attorneys, to help execute specific tax-smart strategies and estate considerations.

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. Professional certificates from The Wharton School at the University of Pennsylvania and Rice University demonstrate my commitment to helping my clients get better at winning this game called Life.

Focus Areas:
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Insurance & Annuities

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.