Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Donald R. Page III
Senior Financial Advisor
Since 2005, Don has dedicated himself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies. Don’s approach to wealth management is consultative, and he is committed to excellence. He works with clients to help identify their primary goals — including, but not limited to: portfolio management, investment allocation and implementation, education funding, tax minimization strategies, solutions for business, credit and lending. Don joined Merrill Lynch in 2014 after spending three years with UBS, where he helped to manage portfolios for a range of clients, including corporate executives, small business owners, and charitable foundations. Prior to UBS, Don spent six years with T. Rowe Price Investment Services as an Investment Counselor. Don is a graduate of St. Lawrence University in Canton, New York. In his spare time, Don enjoys spending time with his wife, son and their two dogs travelling. He is very active within his church and volunteers with his local community on Capitol Hill.
St. Lawrence University
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Retirement Plan Specialist
Senior Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.