Raymond James Team
With over two decades of experience, Don provides financial planning, investment strategies, and tax planning, recognized for his client-focused service.
Don serves as a Financial Advisor for Midland Wealth
Management in our Chicago office, providing personalized, comprehensive
financial planning services to manage clients’ financial assets. He tailors
solutions to align with clients’ intentions and aspirations, guiding them
toward financial wellness while delivering clear, concise communication and
high-quality service.
Deeply committed to their success, Don focuses on
building wealth, enhancing financial confidence, and helping clients prepare for their
future. He specializes in customized investment strategies, incorporating
diverse investment methodologies, tax-conscious plans, and strategic business
planning to meet his clients’ unique needs.
With over two decades of wealth management experience in Chicagoland, Don brings extensive knowledge in portfolio management, investment analysis, asset allocation, and insurance.
Don is an active volunteer with the Missionaries of Charity in Chicago, working at their Soup Kitchen, which provides meals to the homeless.
Don was recognized as a 2018 Five Star Chicago Wealth Manager by Five Star Professional in September 2018. The award is based on a research process that evaluates wealth management professionals on their commitment to clients, industry credentials, and the quality of their practice. Candidates must meet 10 objective eligibility and evaluation criteria. No compensation was provided in connection with this recognition.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland States Bank is not a registered broker-dealer and is independent of Raymond James Financial Services Advisors, Inc. and RJFS.
Check the background of these registered investment professionals on FINRA's BrokerCheck✓
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland Wealth Management is a trade name used by Midland States Bank. Midland Wealth Management and Midland States Bank are not registered broker-dealers and are independent of Raymond James Financial Services Advisors, Inc. and RJFS.
Check the background of these registered investment professionals on FINRA's BrokerCheck.✓
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.
Our team of dedicated professionals are here to support you.
