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Donald B

Series 63, Series 66

Ruby, NY

Merrill

Donald Bell Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through various life stages and market conditions by providing personalized wealth management strategies. His approach emphasizes understanding clients' individual goals, lifestyle, and legacy to develop thoughtful, research-driven financial plans. Donald holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Saugerties Central. He also participates in community activities through volunteering with local organizations. He aims to build strong relationships with clients by keeping them informed and serving as a trusted advisor for their financial decisions. Donald leverages the resources of Merrill Lynch and Bank of America to support clients in achieving their long-term financial goals.

Wealth management
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