Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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Watch my video to see how my team and I can help you preserve and grow your legacy.

My team and I will help you fulfill your vision for your family's financial future.


Don Martone delivers tax-smart financial strategies to help seasoned oil & gas related professionals achieve their retirement and legacy goals. He graduated as a chemical engineer and spent nearly 30yrs in the plastics/chemicals industries in a variety of senior roles before transitioning to wealth management. Don offers the convenience of accessing the investment services of Merrill as well as the lending capabilities of Bank of America to provide a full range of wealth management services and integrate all aspects of their financial lives. He provides a holistic approach using an established process designed to help his clients grow, preserve, leverage and transfer their wealth. Markets can be turbulent, so Don takes the time to help develop and implement appropriate strategies for their unique goals and encourages clients to stay the course when volatility strikes. He tells clients that achieving goals doesn't just happen - it requires careful planning and effective tracking to be successful.

Raised in a family where money was always tight, Don inherited a strong work ethic from his Italian immigrant father and learned how to invest at an early age to help relieve money anxieties at home. Early childhood experiences like these forged his passion to help others achieve their own financial goals, balance competing priorities, stay on track and live fulfilling lives. He enjoys clearly explaining complex concepts, developing deep personal relationships and closely coordinating with other client advisors, including CPAs and attorneys, and protecting them by incorporating life and long-term care insurance into a solid financial strategy.

Don is a CERTIFIED FINANCIAL PLANNER™ practitioner, lives in Spring TX, with his wife, Rhonda, a certified registered nurse anesthetist, and their award-winning Samoyed 'children'. He spends free time with his family and friends, playing golf, reading, volunteering within the community, working out with weights, enjoying his guitars and riding his sport bike around town. Professional certificates from The Wharton School at the University of Pennsylvania and Rice University demonstrate his commitment to helping his clients get better at winning this game called Life.

Call or email Don to discuss your family's long-term financial goals and dreams or connect with him on LinkedIn.




    McMaster University

    University of Calgary

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.

Ron Webb

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #135102

Mary Elizabeth Murphy

Retirement Specialist

Bank of America, N.A.

Ryan Casey

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Upcoming Events

Social Security and You Webinar

March 29th, 2023|11:30 AM - 12:30 PM CDT

Social Security is a modest part of your overall retirement income sources; but can contribute in a meaningful way towards you being able to fund your retirement - especially when you consider the cumulative value of the benefit over your lifetime. Register, then grab your lunch and log in to learn more!

Register here!

    For more information: 281.882.4818 or

    Protecting Your Wealth from Healthcare Costs in Retirement Webinar

    April 26th, 2023|11:30 AM - 12:30 PM CDT

    Health and wealth are the cornerstones of a happy retirement. Retirement today looks very different than it did for our parents as advances in healthcare are leading to longer, more active lives. But longevity also requires planning for additional living expenses and higher healthcare costs.  Register, then grab your lunch and log in to learn more about what Medicare has to offer!

    Register here!

      For more information: 281.882.4818 or

      Outlook 2023 - Back to the (new) Future

      March 28th, 2023|3:00 PM - 4:00 PM CST

      Join us on March 28 at 3pm CST for a virtual event and Q&A with one of the industry's top financial minds, Chris Hyzy, Managing Director, Chief Investment Officer. Chris will be discussing the current state of the economy, insight on how to deal with inflation, and sharing portfolio strategies to consider in light of current market conditions.

      Register here!

        For more information: 281.882.4818 or

        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


        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.


        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. Worried about managing 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.


        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.

        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.


        My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

        Focus On Individuals, Families and Small Businesses

        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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I 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

        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.

        Staying on Track

        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.

        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.

          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.


          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

            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.

            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.


            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.

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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.

            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.