Don Parkhill

About Don Parkhill

Your Future • Your Family • Your Legacy. Planning is for and about the client. To provide a sound financial future for clients, Don and his team follow a five step process, known as The CUSTOM WEALTH ARCHITECT™: THE FOUNDATION DIALOG: listening to prospective clients to learn what is important to them, what they wish to accomplish and who they care about (and determine if BlueStone and the prospective client will be a good match); THE STRATEGIC BLUEPRINT: helps prospective clients understand if their current financial planning has gaps and opportunities that have not been captured; THE GOALS NAVIGATOR: dives into the clients goals, including: investments, financial independence, estate planning and business transition; THE SOLUTIONS ACTIVATOR: Don and his team act as a catalyst and client advocate, to implement the clients\' financial plan into action; THE CUSTOM WEALTH INSPECTION: focuses on timely updates as clients\' lives change and economic, tax, family and other events impact client thinking and lifestyle. For more than 30 years, Don has been helping successful families and business owners plan for their financial concerns. After graduating from law school, Don worked for the Big 8 accounting firm, Price Waterhouse. From there he went to a Columbus, OH law firm that specialized in working with closely held businesses. Don\'s work includes values based planning, to help clients think about, and plan for, the impact gifted / inherited wealth may have on their family and their community / charities. Don is a firm believer in collaboration, so all of the clients\' advisors \"are on the same page\", working together on behalf of the client. Don and his wife, Sheila, live in Westerville, OH. They have a daughter, Annie, and a son, David. When not working, you may find Don traveling with his family or driving the back roads of Ohio with Sheila. • Licensed, not practicing.

Experience

1. Lpl Financial Planner

   Bluestone Wealth Partners

   Apr 2018 — Present · Columbus, OH, US

   Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• University of Oxford

  Summer Program, New College

  1979 — 1979

• The University of Toledo College of Law

  J.D.*

  1981 — 1983

• The Ohio State University

  Bachelor of Science - Business Administration

  1976 — 1980