Advisor profile

My approach

Donald McWaters - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Donald McWaters - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Series 7
  • Series 63
  • Life, Health & Variable Annuities


*Vacationing with My Family

*Playing Tennis

*Volunteering in the Community

Community participation

I vounteer for the St. Matthew's House, raising charitable monies to restock their food supply during the off season. In addition I volunteer at their soup kitchen. I also volunteer annually in Immokalee at the Guadalupe Center assisting with food during Thanksgiving & presents for the needy children at Christmas.