Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.