Luke Mc Donald

Advisor at Merrill

Updated today

Location

Fort Smith, AR 72903

Credentials

Series 66

Industry experience

2 years

About

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University.

Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA).

He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

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

Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Demographic focus

Married/Couples/Partners Christian Faith Based

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

3220 Old Greenwood Rd

Fort Smith, AR 72903

Most active in

Arkansas · Texas

Work history

BANK of AMERICA, N.A.

2023 - Present (3 years)

Merrill

2023 - Present (3 years)

Esports Engine

2022 - 2023 (1 year)

Unemployed

2022 - 2022 (1 year)

Brag House INC.

2021 - 2021 (1 year)

Full Sail University

2020 - 2022 (2 years)

Unemployed

2020 - 2020 (1 year)

Merrill Lynch

2019 - 2020 (1 year)

5 Star Productions Ltd.

2019 - 2019 (1 year)

First Baptist Fort Smith

2018 - 2020 (2 years)

Unemployed

2018 - 2018 (1 year)

University of Arkansas Fort Smith

2017 - 2020 (3 years)

Dommino's Pizza

2017 - 2017 (1 year)

Homeschooled

2004 - 2018 (14 years)

Disclosures

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

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