Don C. Megliola
Senior Managing Partner
Toll-free: 888-388-0551 Email Don
Don is an experienced, independent financial professional who spends his time with clients creating, monitoring and reviewing specifically tailored investment strategies to help them meet their retirement goals. His approach is highly personalized and is dependent on consistent and constant communication with his clients as they navigate the challenges that exist in today’s investment world. As an independent advisor, his clients’ need for objective financial advice without any proprietary influence is paramount.
Don’s Wealth Advisory Process:
- Initial client meeting to understand overall financial profile
- Develop personalized investment strategy and plan
- Comprehensive selection of investment tools and programs
- Review, monitor and update plan over time
Through his extensive experience, he has a clear view of the landscape of the financial services industry from the perspective of the large Wall Street firm as well as the independent advisory channel. After graduating cum laude from Cornell University in 1997 with a B.S. degree in Finance and Business Management, he joined the Washington, DC office of Prudential Securities. In 2002, he founded H2O Investments, an independent investment and retirement planning firm with the ING Financial Partners broker dealer. At H2O, he specialized in providing comprehensive wealth management services for executives, families and business owners. He then joined Fulcrum Securities in 2006 when he opened the firm’s Reston, VA location. Finally, in March of 2014, Don founded Sunrise Wealth Partners to continue his passion for working with individuals and families on their overall wealth management.
Originally from the Boston area, he has adopted northern VA as his home. He is active within the community coaching soccer locally and still serves as a member of the Executive Committee for Cornell University men’s soccer program.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Sunrise Wealth Partners, LLC and Cambridge are not affiliated. Sunrise Wealth Partners, LLC is not engaged in the securities business.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.