Donald Stegall is a Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER® certification awarded to individuals who meet rigorous education, examination, experience, ethics and other requirements set by the CFP® Board. Don also earned the CRPS, Chartered Retirement Plan Specialist designation from the College for Financial Planning Institutes Corp along with the Certified Plan Fiduciary Advisor® designation awarded to individuals who take fiduciary responsibility on corporate retirement plans. Since 2011 Don has been focusing on retirement plan counseling for companies as well as creating income based retirement portfolios for their current and retired employees. He graduated from Montclair University in 1993 with a Business Communications BA. Mr. Stegall currently resides in Lewes, DE. He lives with his three children Liam, Talia and Aidan.
*Source - As published online and in the January-February 2015 issue of PLANADVISER. To be considered for the annual PLANADVISER Top 100 Retirement Plan Adviser list, advisors had to either submit information and references or be nominated and enter the award process for 2015 PLANSPONSOR Retirement Plan Adviser of the Year—individual, team or multi office team. Nominees were then asked to complete a form, providing various details about their practice, some of which appear on the lists. Advisors who were not nominated for the PLANSPONSOR Retirement Plan Adviser of the Year awards could also submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is drawn solely from quantitative factors and information supplied by the advisors themselves. PLANSPONSOR and PLANADVISER are not affiliates of Bank of America Corporation.
Why I love what I do?
Its a great feeling creating financial strategies that help you live the best life possible. Wealth isn't just about the performance of your portfolio-it is about how you live your life and the meaningful goals you want to achieve.
How am I different from other advisors?
Devotion to your success-
I work with business owners, senior executives, entrepreneurs, and multi-generational families and help them grow, steward, preserve and transfer their wealth effectively.
Networking-
Not for us, but for you! You are the business, career or family we need to promote and we will use our vast network to introduce you to key people that may be the lead that impacts your life. You will always be on our mind when meeting the right person that can help or support you.
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.