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Donald R. Page III

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Profile

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Donald R. Page III
Vice President
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 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 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.


*Asset allocation does not ensure profit or protect against loss in declining markets.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. 

  • EDUCATION

    St. Lawrence University

Professional Staff

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.

Additional Resources

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.

Chris Claps

Chris Claps

AI Regional Specialist

Merrill Lynch

Andrew C. Tirney, CRPS®, CPFA

Andrew C. Tirney, CRPS®, CPFA

Employee Benefits Specialist

Merrill Lynch

Mindy S Fang

Mindy S Fang

Senior Structured Credit Executive

Bank of America, N.A.

Past Events

Bank of America Global Research: Spotlight on Antivirals for COVID-19

May 19th, 2020|11:30 AM - 12:30 PM EST

Event Description: 

  • US Biopharmaceuticals Update
  • Challenges faced by Antivirals
  • Covid–19 Three Broad Strategy Pipeline
Presenters:
Geoff Meacham, Managing Director Senior Research Analyst BofA
Sandy Salinas, Director, Assoc. Market Executive, Washington, DC


    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

    Philosophy

    We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why I believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, I can more effectively offer my experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

    Approach

    I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

    Capabilities

    One of my major advantages is being able to provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs. I can also help address business owners’ short- and long-term needs with access to other areas of Bank of America, which offer strategies for companies and not-for-profit institutions with revenues ranging from $50 million to $2 billion. I would like to show you how our professionalism and dedicated client service can serve you, your family and your business.

    Focus On Individuals and Families

    I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

     

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Your Financial Approach

    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.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    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.

    Staying on Track

    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 approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic reviews to help you
    stay on track

    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.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      Wealth Management Your Way

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

        Why Merrill?

        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.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.