Helping you achieve your financial goals
With over 30 years of experience in the financial services industry, I specialize in creating personalized investment strategies aligned with your goals, values, and risk tolerance.
Investment Strategy
Wealth Management
Services
Wealth Management
Investment Advisory
Retirement Planning
Estate Planning
Professional Portfolio
Professional Experience
EQUITABLE ADVISORS, LLC (CRD# 6627)
Financial Advisor
Previous Financial Services Experience
30+ years in the financial services industry
With extensive experience across multiple reputable firms in the financial services industry, I've built a strong foundation of knowledge and expertise in wealth management, investment advisory, and client relationships.
About Me
As a dedicated financial advisor with over 30 years of industry experience, I'm committed to helping clients navigate the complexities of wealth management and investment planning.
My approach is built on understanding your unique financial situation, goals, and concerns. I believe in creating personalized strategies that align with your values and risk tolerance, rather than one-size-fits-all solutions.
Based in Pennsylvania, I serve clients who are looking for a trusted partner to help them achieve financial security and build a legacy for future generations.
Credentials & Disclosures
Professional Information
- CRD# 1188343
- 30+ years in the financial services industry
- Current firm: Arete Wealth Management, LLC
- Current role: Financial Advisor
- Licensed in: PA, MI, FL, OH, NY, TX, NJ, AZ, MO, IN, CT, CA, NC, CO
- Securities Registrations: Series 7, 24, 63, 65
Disclosures
For complete information about my background, qualifications, and any disciplinary history, please visit FINRA's BrokerCheck by using the button below or visiting FINRA BrokerCheck.
FINRA BrokerCheck
What Clients Say
"Donald's expertise and dedication to understanding my financial goals have been invaluable. His personalized approach and deep knowledge of investment strategies have helped me build a secure financial future."
"Working with Donald has been a transformative experience for my retirement planning. His attention to detail and commitment to his clients' success make him stand out in the financial advisory field."
Contact Me
I'm here to help you navigate your financial journey. Whether you have questions about investment strategies, retirement planning, or want to discuss your specific financial goals, I'm available to connect.
For the fastest response, please include your name, contact information, and a brief description of your financial goals or questions.
Check the background of this investment professional on FINRA's BrokerCheck.