Donald M Lehman
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Donald M Lehman
Don is a Wealth Management Advisor and co-senior partner in the 13 person MLCS group at…
Experience
Wealth Management Advisor, Senior Vice President
Feb 2003 — Present
Education
Southern Methodist University
Masters of Business Administration, MBA
University of Oklahoma
Bachelor's Degree
Skills
- Concentrated Stock Management
- Wealth Management
- Dynamic Asset Allocation
- Tactical Asset Allocation
- Professional Portfolio Management
- Tax-Advantaged Investment Strategies
- Wealth Preservation Planning
- Portfolio Management
- Investment Advisory
- Hnw
- Multi-Generational Wealth Transfer
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