Don Manifold is a Financial Advisor with over 30 years of experience. He spent ten years at Merrill Lynch and ten years at UBS, where he was a Senior Vice President and Relationship Manager. He has been an Investment Advisor in his firm, Don Manifold Advisory, since 2003.

As an Investment Advisor, he advises individuals on their retirement accounts and provides portfolio management services for trusts and estates. Additionally, his company offers investment consulting services for hospitals, universities, corporations and not-for-profit institutions. Manifold’s company includes a Registered Investment Advisor (Retail) and a Registered Investment Advisor (Institutional).

He is the managing partner of Don Manifold Advisory, LLC. The firm provides investment consulting services for institutions, individuals and trust clients. As an investment manager, Manifold manages individual and corporate portfolios for institutions and individuals. He customizes his portfolio management strategies to fit each client’s needs, including tax efficiency oversight assists with comprehensive tax planning.

Manifold is the president of the National Association of Personal Financial Advisors (NAPFA). He is also the founder of NAPFA-Ohio and is a past board member of the Financial Planning Association (FPA), where he served as vice chairman for two years. In Adelaide, he is a member of the Adelaide Rotary Club and the president of the Cuyahoga County NAPFA.

Don Manifold Advisory was founded in 2003. As an Investment Advisor, Manifold advises individuals on their retirement accounts and provides portfolio management services for trusts and estates. Additionally, his company offers investment consulting services for hospitals, universities, corporations and not-for-profit institutions. Manifold’s company includes a Registered Investment Advisor (Retail) and a Registered Investment Advisor (Institutional).

Manifold has been a guest speaker at the University of Colorado, the Denver Corporate Council, Keystone Bank, and First National Bank. He also spoke at Defense Finance and Accounting Service’s Retirement Summit in Washington, D.C. He is a past member of the Finance Committee within the American College of Financial Services and is currently an advisory board member for Emergent Capital Partners. An SEC-registered advisory firm to know more click here.