Don Ray Mcdonald

Advisor at Merrill — Fort Smith, AR

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Fort Smith, AR 72903

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,091 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Don Mcdonald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team of two CERTIFIED FINANCIAL PLANNER® professionals and two administrative professionals, utilizing the full resources of Merrill and Bank of America to deliver personal and corporate wealth management services. Don's client focus spans Corporate Executive Services, Divorce Transition Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Special Needs Planning Strategies, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income.

Don began his career at Merrill in 1989 after earning a Bachelor of Business Administration degree in Finance from Southern Arkansas University. He holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Barron's, Forbes, and Financial Times among top advisors and teams nationally and in Arkansas.

Growing up on a cattle farm in Northeast Arkansas instilled values of hard work and responsibility, which Don applies through personal integrity and straightforward advice. He and his wife, Jennifer, have three children. Don is involved in his community as a deacon at his local Baptist church, serves on the Business Advisory Council for the Rankin College of Business at Southern Arkansas University, mentors college business students, and has served on the boards of the Global Deaf Pathway Organization and the Fort Smith Symphony. He is active in financial education ministry and has served as a trustee for the International Mission Board of the Southern Baptist Convention. His personal interests include traveling, hunting, fishing, and woodworking.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management General retirement planning Retirement income strategy Divorce financial planning Charitable giving & philanthropy

Occupation focus

Executive

Demographic focus

Women Professionals Women's Finance

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Fort Smith, AR

3220 Old Greenwood Rd

Fort Smith AR 72903

Advisors at this office

16

Most active in

Arkansas · Texas

Work history

40 years of industry experience

Bank Of America, N.a.

2009 - Present • 17 years

Fort Smith, AR

Merrill

1989 - Present • 37 years

Fort Smith, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 65, Series 63

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is currently a principal at QVG, LLC, where he has worked since 2014, and previously held positions at Longboat Key Distributors, Inc. and Achieve Financial Independence. Outside of his advisory role, Manard is a licensed insurance agent and provides group health insurance to small companies through Achieve Financial Independence. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a quantitative, model-driven investment approach focused primarily on securities from the Russell 3000 and employs derivatives and specialized fixed-income strategies to tailor portfolios for its clients.

Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
user avatar

William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
user avatar

Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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