I help seasoned oil & gas related professionals live their best legacies. Each initial conversation begins with a sincere desire to create a new friendship. I start with introductions, identify goals and objectives, review potential financial planning options and end with an opportunity for last-minute questions and answers. No sales pitches, jargon or intimidation, just an honest conversation about how I serve clients to the best of my abilities. We then determine together if we are an ideal fit to move on to the next step, or agree to part as friends. Initial discovery meetings are always complimentary and without obligation.
I understand oil & gas related professionals having worked in the sector for 27 years. As a financial professional now, I go far beyond mere investment management and deliver a tax-smart approach to wealth accumulation, distribution and transfer. I teach my affluent clients that transferring the right values, skills, sense of responsibility and purpose to the next generation is as necessary to creating a successful legacy as the dollars left behind. I also coordinate with other client advisors, including CPA’s and estate planning attorneys to help ensure more of those dollars are left to family, faith and philanthropy and less to the IRS.
Professional certificates from The Wharton School at the University of Pennsylvania, Rice University and Yale School of Management demonstrate that I spend considerable time honing my own skills to help my clients get better at growing, preserving, leveraging and transferring their wealth.
I am supported by a fantastic Wealth Management Client Associate, Shae Drake, as well as numerous experts, advanced technology and outside professional partnerships to help ensure financial assets are preserved and hard at work.
Raised in a family where money was always tight, I inherited a strong work ethic from my Italian immigrant father and learned how to invest at an early age to help relieve money anxieties at home. Early childhood experiences like these forged my passion to help others achieve their own financial goals, balance competing priorities, stay on course and enjoy fulfilling and healthy lives.
CALL 281-882-4818 or EMAIL me at don.martone@ml.com, VISIT me online at www.fa.ml.com/don-martone or FOLLOW me on LinkedIn.
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.
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.
