Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
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.
English
McMaster University
University of Calgary
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 Lending Officer
Bank of America, N.A.
NMLS #135102
Retirement Specialist
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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 don.martone@ml.com
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 don.martone@ml.com
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 don.martone@ml.com
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