Bridge to a more bullish future?

In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

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Profile

With more than 25 years spent in the financial industry, Donnette brings a seasoned and sensitive approach to what are now generations of a referred clientele. By limiting the number of families she serves, Donnette is able to dig deeper and develop a more thorough appreciation of clients’ visions and values.

Donnette’s passion for planning began decades ago, before it was an industry buzzword. This has enabled her to hone a highly personal and dynamic planning-based approach in which frequent and comfortable conversations form the bedrock of the strategies she builds. Day in, day out (and many evenings), she talks to clients about their family dynamics, special needs children, expenses, debt, cash flow, and desires for retirement (or leaving money for others).

When it comes to investments, Donnette doesn’t chase industry benchmarks. Instead, she analyzes the rate of return necessary for each client to achieve goals that hold meaning in their lives. She explains, “Clients appreciate my role as a wealth advisor in that I don’t build portfolios. I rely on Merrill’s exhaustive due diligence in approving outside managers. I also utilize input from our firm’s Chief Investment Office.”

In addition to investments, Donnette’s strong banking background informs her ability to focus on both sides of clients’ balance sheets – assets and liabilities. Through Bank of America, N.A., she offers clients ready access to structured, residential and securities-based lending, as well as checking, savings and other banking solutions. She also shows clients how to help insulate and leverage their wealth through the use of long-term care and life insurance, and other protective components.

Perhaps most meaningful to Donnette is “going the extra mile” for clients – beyond what they would expect from a financial advisor. In addition to coordinating with clients’ CPAs and attorneys on tax-minimization and estate planning strategies, she can also accompany them to meetings. On occasion, Donnette has driven clients to medical appointments, helped them choose assisted living facilities, sat with them and combed through shoeboxes full of financial records – even helped a client find a reputable breeder for their future first puppy.  

Before joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. Donnette attended UNC at Greensboro “by accident” and graduated there “intentionally” with a Bachelor’s degree in Communications. As a high school) clarinetist who had participated in All County Band, she auditioned on a whim for the highly regarded UNCG's School of Music during her junior year. To her surprise, she was accepted, skipped her senior year and enrolled at the age of 17. Growing up quite poor, she is very proud to have worked three jobs simultaneously to pay her way through school.

Donnette and her husband, Dan, reside in McLeansville, North Carolina where they raised two daughters – one, an avid equestrian who showed regularly in hunter/jumpers) and is applying to veterinary school, the other studying to be a dental hygienist. Always a lover of dogs and horses, Donnette competes in agility with her rescue dog (Juno) and also has two young border collies (Moxie and Extra!). With her soft spot for shelter dogs, Donnette volunteers one-on-one with young people who’ve adopted dogs that have training or fear issues. Her goal? To keep these dogs from returning to the shelter system. She also volunteers for Junior Achievement.




*Donnette Draper NMLS ID  420854
*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

  • EDUCATION

    University of North Carolina System

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.

Angie N Turner

Wealth Management Banking Specialist

Merrill

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

Approach

Every relationship begins 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.

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Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

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I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

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  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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 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.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

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My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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.



    Changes in your life
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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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.