Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️

Tax Smart Wealth System for Seasoned Oil & Gas Related Professionals

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Merrill Lynch Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️
The Woodlands, TX

Serving Clients Nationwide

Tax Smart Wealth System for Seasoned Oil & Gas Related Professionals

Areas of Focus

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

About Me

Hi, I'm Don Martone. 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 we serve our plastics industry clients to the best of our 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.

✅ WHAT MAKES ME UNIQUE: 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 our 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 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.

✅ MY TEAM: 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.

✅ 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 enjoy fulfilling and healthy 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; VISIT me online at 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 Private Wealth Advisor (CPWA)
  • 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


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.

📺 VIDEO – Preserve and Grow your Legacy


📺 VIDEO – Planning for Wealth Transfer

Disclaimer: 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. 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 can be found here.


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 marketing services (including being featured on this profile page), subject to terms of use. 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. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.