Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- 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.
Hebrew & Portuguese
Montlcair University
PLANADVISER's "Top 100 Retirement Plan Advisers"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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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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