About Don
I started in the investment business with E.F. Hutton. I was with Paine Webber prior to starting our present firm, WaterStone Investment Counsel, in 1995. We are a fiduciary, registered investment advisory firm. Our clients' assets are held by either Fidelity Investments or Charles Schwab & Co. Wate...
Areas of focus
Credentials & background
Licenses
Series 65
Education
BBA Finance. Juris Doctor (JD) from Taft law School. University of Cincinnati[7] (1979)
Clients served
InheritorsRetireesAttorneys & ParalegalsHealthcare WorkersUltra High Net Worth IndividualsCorporate ExecutivesPartners at Law FirmsDoctorsSurviving SpousesHigh Net Worth IndividualsWealthy FamiliesBusinesswomenNurses
Regulatory
The firm
WaterStone Investment Counsel