Donald Bateman

Beginning his career with Morgan Stanley in Syracuse, NY in 2001, Don moved to Florida in 2005 to pursue an opportunity with Smith Barney as a Financial Planning Specialist for retirees. As his business grew, so did his demand for flexibility and objectively minded business solutions. He made the decision to transition to LPL Financial in 2013 where he continues to successfully operate his brokerage practice.  Don whole-heartedly embraces what it means to be an independent advisor which is why he was one of the first advisors to join National Wealth Management Group. His outgoing demeanor and ability to communicate clearly and without prejudice make him an effective financial educator and coach.

Don runs his practice from the National Wealth Management Group Boca Raton, Florida office location. He lives nearby in Deerfield Beach and can often be found in the community playing guitar or drums for local bands in live concert. He is as passionate about music as he is about championing sound financial planning and wealth building.