Donald R. Page III
Vice President
Senior Financial Advisor
Since 2005, Don has dedicated himself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized strategies. Don’s approach to wealth management is consultative, and he is committed to excellence. He works with clients to help identify their primary goals — including, but not limited to: portfolio management, investment allocation and implementation, education funding, tax minimization strategies, solutions for business, credit and lending. Don joined Merrill in 2014 after spending three years with UBS, where he helped to manage portfolios for a range of clients, including corporate executives, small business owners, and charitable foundations. Prior to UBS, Don spent six years with T. Rowe Price Investment Services as an Investment Counselor. Don is a graduate of St. Lawrence University in Canton, New York. In his spare time, Don enjoys spending time with his wife, son and their two dogs travelling. He is very active within his church and volunteers with his local community on Capitol Hill.
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.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.