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February 08, 2021
February 01, 2021
January 22, 2021
1403 Silverside Road
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Nicholson – Form ADV Part 2A
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A nationally recognized leader in his field, Don. Sr. has kept his finger on the pulse of the financial services sector for more than 40 years. He has been interviewed on wealth management matters for The New York Times, The Wall Street Journal, Fortune, USA Today and The News Journal.
The New York native knew at an early age that he wanted to be an entrepreneur. One of five children, he earned an academic scholarship to a college in the mid-Atlantic area and worked in Jersey Shore restaurants during the summers to make money. After graduating with a marketing degree from the University of Baltimore, he married his wife, Lynn, and entered the financial advising field. He started his own company in 1987.
Don is known for his integrity, professionalism and commitment to the industry. He is the former president and chairman of the Philadelphia Tri-State Chapter of the Financial Planning Association and served as the national chairman of the Alliance Forum for the Financial Planning Association. A member of the Delaware Banker’s Association, he is also on the board of the Malvern Retreat League and the Estate Planning Council of Delaware.
When Don is not working with clients, he’s spending time at the shore with his wife Lynn, on the tennis courts or with his three children and nine grandchildren.
A graduate of West Virginia University, Don Jr. is a Certified Financial Planner (CFP) and an Accredited Asset Management Specialists (AAMS). He is also a past board member and director of government relations for the Philadelphia Tri-State Chapter of the Financial Planning Association.
Don Jr. is the former radio host of the “Business Report” on WDEL. He has also frequently been a guest on Wharton Business Radio’s “Your Money,” which airs on Sirius XM. He’s been quoted in numerous publications, including The New York Times, The Wall Street Journal, USA Today, The New Journal, Kiplinger’s, Fortune, Consumer Digest and Investment News.
A graduate of the Leadership Delaware program, Don is currently on board of the directors of the Delaware Community Foundation, where he chairs the development committee and serves on the investment committee. He is the past president of Next Generation of the Delaware Community Foundation. He is also on the board of the Light Up the Queen Foundation, which sponsors music programming for inner-city youth, and he serves on the advancement committee for Nativity Preparatory School, a tuition-free Catholic school for middle-school boys.
Don and his wife, Liz, have three children & enjoys spending time with the family at the beach, skiing & sports activities.