Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Donald Stegall is a Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER certification awarded to individuals who meet rigorous education, examination, experience, ethics and other requirements set by the CFP Board. Don also earned the CRPS® (Chartered Retirement Plan Specialist) designation from the College for Financial Planning along with the (Certified Plan Fiduciary Advisor) designation awarded to individuals who take fiduciary responsibility on corporate retirement plans. Since 2011 Don has been specializing in retirement plan counseling for companies as well as creating income based retirement portfolios for their current and retired employees. In March of 2015 he was named to PLANADVISORS “Top 100 Retirement Advisors” by Plan Sponsor Magazine*. He graduated from Montclair University in 1993 with a Business Communications BA. Mr. Stegall currently resides in Lewes, DE after living for 45 years in New Jersey. He lives with his wife of ten years Morin along with three young children Liam, Talia and Aidan.
*Source - As published online and in the January-February 2015 issue of PLANADVISER. To be considered for the annual PLANADVISER Top 100 Retirement Plan Adviser list, advisors had to either submit information and references or be nominated and enter the award process for 2015 PLANSPONSOR Retirement Plan Adviser of the Year—individual, team or multi office team. Nominees were then asked to complete a form, providing various details about their practice, some of which appear on the lists. Advisors who were not nominated for the PLANSPONSOR Retirement Plan Adviser of the Year awards could also submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is drawn solely from quantitative factors and information supplied by the advisors themselves. PLANSPONSOR and PLANADVISER are not affiliates of Bank of America Corporation.
Hebrew & Portuguese
PLANADVISER's "Top 100 Retirement Plan Advisers"
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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