Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️
Tax Smart Wealth System for Seasoned Energy and Plastics Professionals
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Serving Clients Nationwide
Tax Smart Wealth System for Seasoned Energy and Plastics Professionals
Areas of Focus
- Alternative Investments
- Estate Planning
- Insurance
- Setting Up Retirement Accounts
- Taxes
About Don P. Martone, CFP®️, CPWA®️, ChFC®️, CLU®️
Hi, I’m Don Martone. I help experienced energy and plastics professionals plan for their futures and build meaningful legacies. When we first meet, my goal is to build a new connection. I start by introducing myself, learning about your goals, exploring financial options, and answering any questions you might have.There’s no sales pitch, confusing terms, or pressure—just an honest chat about how we work with clients in oil and gas related industries. Together, we’ll decide if we’re a good match to move forward or part ways as friends. The first meeting is always free and has no strings attached.
✅ WHAT MAKES ME DIFFERENT:
I understand oil and gas professionals because I worked in related industries for 27 years. Graduated as a chemical engineer, now, as a financial planner, I go beyond managing investments. I focus on tax-smart strategies to grow, manage, and pass down wealth. I also teach my clients that leaving a legacy isn’t just about money—it’s about passing down values, skills, and a sense of purpose.
I work closely with other advisors, like CPAs and attorneys, to make sure more of your wealth goes to your family, your faith, or charities—and less to taxes. My training at top schools like Wharton, Rice, and Yale helps me stay sharp and provide the best advice.
I’m a CERTIFIED FINANCIAL PLANNER™ practitioner, licensed in multiple states, and hold several securities and insurance certifications, including Series 7 and Series 66.
✅ MEET MY TEAM:
I work with an amazing team – SHAE DRAKE, my Wealth Management Client Associate, JONATHAN VASQUEZ, my Wealth Management Banking Specialist, MAYELIN THEN, my Small Business Banker, and KIMBER CLIMIE, my Wealth Management Lending Officer. We are also supported by top experts, advanced tools, and trusted professional partnerships to make sure your financial assets stay safe and work hard for you.
✅ WHY I DO THIS:
I grew up in a hardworking family where money was tight. My Italian immigrant father taught me the value of hard work, and I started learning about investing early to help ease money worries at home. Those experiences shaped my passion for helping others reach their financial goals, manage priorities, and enjoy balanced, fulfilling lives.
✅ ABOUT ME:
I live in Spring, TX, with my wife, Rhonda, who’s a nurse anesthetist, and our award-winning Samoyed dogs. In my free time, I enjoy being with my family, playing golf in my home simulator, reading, volunteering, working out, playing guitar, and riding my sport bike around town.
➡️ READY TO CHAT? You’ve built a career navigating complex industries. Now, let us help you secure the legacy you deserve.
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 ®
- 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 to explore your specific needs.We'll discuss your professional background, including complex compensation structures, specific challenges in a volatile industry, as well as your retirement, legacy, and wealth preservation goals.
I’ll explain my approach and experience in dealing with seasoned oil and gas related professionals and we can decide together if we are the right fit.
In any case, you’ll leave our first meeting with actionable takeaways to reduce risk, improve tax-efficiency and align your financial plan within an industry that has proven to be quite cyclical.
Offers Investment Management
Yes
About Merrill Lynch
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
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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.
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
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- Corporate Executives
- Dual Income Family
- Gen X
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