Donald Sheldon

I am passionate about helping individuals, families, and business owners make informed financial decisions. I believe that financial literacy is one of the most important life skills, yet one of the least taught, and I am committed to helping you avoid costly mistakes, preserve the wealth you have worked hard to build, and align your financial strategies.
Before joining Merrill Lynch Wealth Management, I spent nearly a decade with a retail coffee chain, leading teams and opening new locations throughout Tucson. Prior to that I owned a small hobby game business in our community. Those experiences reinforced the importance of listening, building relationships, and delivering personalized guidance. Those principles continue to shape my approach today.
I was born and raised in Tucson and am proud to serve the community I call home. Outside of work, I enjoy hiking Southern Arizona's mountains, cycling, and spending time with my family. We've previously completed El Tour de Tucson on a tandem bicycle and remain active outdoors whenever possible. I am a longtime fan of board games and trading card games. I also support Pima Animal Care Center by fostering animals and helping them find their forever homes.
I enjoy getting to know your unique story and helping you create a financial plan that supports the people, priorities, and goals that matter most to you.