Donald Stellin is a Financial Advisor with Hightower Great Lakes. He develops financial plans, manages investment portfolios, and works collaboratively with clients to create retirement income plans. He enjoys helping individuals, families, and business owners plan for a comfortable retirement by carefully listening to their needs and goals prior to developing a customized financial plan.
Prior to Hightower, Don began his career with Merrill Lynch in Traverse City, Michigan as a financial advisor in 2000. He comes to Hightower from Stifel Nicolaus and UBS Financial Services. Having worked for several large brokerage firms, Don appreciates the independent, open-architecture, open-source structure of Hightower for serving the needs and goals of his clients.
Don holds a BA from the University of Michigan at Ann Arbor. He enjoys serving several non-profit organizations. He serves as the Chairman of Region 3 of the United States Ski Association’s Central Division and on the USSA Central Division’s Central Alpine Sport Committee Board of Directors and Finance Committee. Don is a USSA Technical Delegate and certified USSA race coach for the Grand Traverse Ski Club. He served on the board of directors of the Grand Traverse Lacrosse Association, the University of Michigan Club of Grand Traverse, Region III of the Central Division of the United States Ski Association, and the Grand Traverse Ski Club. Don also served as the President and Program Director of the Grand Traverse Ski Club.
Don is an Accredited Investment Fiduciary® (AIF®). Administered by fi360, the professional designation is the industry's first and only designation that demonstrates knowledge and competency in fiduciary excellence. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.
Mr. Stellin holds Series 7 and 66 licenses as well as Life and Health Insurance licenses.