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.