Don was a Senior Financial Advisor with Merrill Lynch for 14 years where he was consistently rated a Platinum Service Provider for receiving client survey rankings in the top 10% of his peers.
As a Certified Financial Planner (CFP), it’s paramount to remain compliant with the regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). These guidelines emphasize transparency, integrity, and investor protection from misleading or fr...