Don Martone

Vice President, Senior Financial Advisor
NMLS #2422242
1780 Hughes Landing Blvd
The Woodlands TX 77380
(281) 882.4818
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Executive Exit & Legacy Design | Guiding Plastics, Petrochemical & Downstream Energy Executives and Business Owners Through High-Stakes Transitions with Clarity & Control

You’ve built a career in one of the world’s most demanding industries.

Your exit should reflect that.

For nearly three decades, I lived the same world my clients lead today—long hours, global demands, complex compensation, and decisions with real human consequences. In plastics, petrochemicals, and downstream energy, leadership becomes more than a role.

It becomes your identity, your community, and the story others will tell about you long after you step away.

So, when it’s time to transition—retirement, reinvention, separation, or a redefinition of success—the moment is rarely simple. Not financially. Not emotionally. Not professionally.

That is why I built a practice focused on one thing: Helping industry leaders navigate high-stakes transitions with clarity, confidence, and control—through a disciplined, tax-aware framework designed for the realities of complex compensation.

You’ll gain clarity around:
• Timing — when to move and why
• Equity, pension & deferred-compensation decisions
• Income and distribution strategies
• Tax-aware planning considerations
• Family stewardship & multigenerational goals
• Purpose, identity & legacy beyond your role

I bring an engineer’s precision, an operator’s practicality, and a strategist’s discipline — helping you see the full path ahead before you take the next step.

My work is shaped by two worlds — the global industry I spent my career in, and the values I learned from my father — quiet strength, sacrifice, and the belief that legacy is earned through steady, intentional choices.

He taught me that ‘What you leave behind should reflect who you are — not just what you’ve earned.’

That’s the lens I bring to every conversation.

Every transition deserves dignity.

Every legacy deserves intention.

Every leader deserves a plan that honors what they've built.

If you're beginning to think about what comes next, now is the right time to start the conversation.

Your next chapter shouldn’t be left to chance — let’s design it with purpose.

Exits are Best When You Call the Shots

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

About Me
Welcome

My mission, first and foremost, is to listen, seek to understand and to identify what matters most to you. With nearly 30 years serving in senior oil & gas related roles before transitioning into wealth management at Merrill, I've been able to help professionals navigate retirement and legacy planning tax-efficiently. I use my Tax Smart Wealth System, designed specifically for seasoned oil & gas related professionals, to help you grow, preserve, leverage, and transfer what you have worked so hard for throughout your career. I look forward to our conversation and share how we might help you control more of your own wealth and lose less of it in taxes.

Meet Our Professional Staff
Shae Drake
Officer, Wealth Management Client Associate
281.882.4821
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jennifer Blythe
Wealth Management Banking Specialist
Merrill
Kimberlye Climie
Wealth Management Lending Officer
NMLS #319305
Bank of America, N.A.
Mayelin Then
Wealth Management Banking Specialist
Merrill
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Thursday, November 6th 2025| 5:30 - 8 pm CST
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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.

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CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Donato Martone is registered to do business in AZ, FL, MS, OH, TX, UT, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.