Don P. Martone, CFP®️, ChFC®️, CLU®️

Tax Smart Financial Strategies for Seasoned Oil and Gas Related Professionals

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Merrill Lynch Don P. Martone, CFP®️, ChFC®️, CLU®️
The Woodlands, Texas

Serving Clients Nationwide

Tax Smart Financial Strategies for Seasoned Oil and Gas Related Professionals

Areas of Focus

  • Alternative Investments
  • Estate Planning
  • Insurance
  • Setting Up Retirement Accounts
  • Taxes

About Me

Hi, I'm Don Martone. I exist to help seasoned oil &gas related professionals leave their best legacies. I do this by clearly explaining complex concepts, developing deep personal relationships, and closely coordinating with other client advisors, including CPAs and attorneys, to help execute specific tax-smart strategies and estate considerations.

✅ WHAT MAKES ME UNIQUE: I deliver a holistic wealth management approach using my established system that starts with a conversation to understand what's important to you. Markets can be turbulent, so I cannot guarantee that tough times will never return, but I work with you to help navigate a path toward achieving your long-term financial goals. Professional certificates from The Wharton School at the University of Pennsylvania and Rice University demonstrate that I also spend considerable time learning how to help my clients get better at winning this game called Life.

✅ MY TEAM: I am supported by a fantastic Wealth Management Client Associate, Shae Drake, as well as thousands of experts, advanced technology, and outside professional partnerships to help ensure your assets are in good hands and work hard for you.

✅ MY WHY: 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 live fulfilling lives.

✅ ON A PERSONAL NOTE: I live in Spring, TX, with my wife, Rhonda, a certified registered nurse anesthetist, and our award-winning Samoyed 'children'. I spend my free time being with my family, playing golf, reading, volunteering within my community, working out with weights, enjoying my guitars, and riding my sport bike around town.

➡️ READY TO TALK?: 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.

I hold the General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) FINRA registrations; Life, Accident & Health Insurance Agent; securities registered and insurance licensed in multiple states; CERTIFIED FINANCIAL PLANNER™ Practitioner.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Primary Location

1780 Hughes Landing Blvd, The Woodlands, TX 77380

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Percentage of Assets Managed

What to expect in the first meeting

Please contact me to schedule a complimentary introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want.

With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives.

The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.

Any opinions, views, statements, estimates, or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html

Disclaimer

The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

Bank of America Linkedin Community Guidelines:

http://about.bankofamerica.com/en-us/social-media/linkedin-community­guidelines.html

Education

University of Calgary, Masters of Business Administration, MBA | McMaster University, Bachelor's Degree, Chemical Engineering

Hobbies and Interests

  • Cycling
  • Family
  • Golf
  • Music
  • Reading
  • Volunteering
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.