Advisor at Brookwood Investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brookwood Investment Group
Location
Middletown, DE
Credentials
Series 63, Series 65
Industry experience
19 years
$1,000 to $10,000 for fixed fee financial planning and consulting services.
Negotiable up to 2.50%, varies by client and asset amount
Up to $500 per hour for financial planning and consulting services.
Brookwood Investment Group
2025 - Present (1 year)
Redwood Private Wealth Llc
2021 - Present (5 years)
Trakas Insurance Agency
2020 - Present (6 years)
Redwood Tax Specialists
2020 - Present (6 years)
National Gold Consultants
2017 - Present (9 years)
Stryde Savings
2017 - 2021 (4 years)
Virtue Capital Management, LLC
2016 - 2021 (5 years)
Redhawk Wealth Advisors, Inc.
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Middletown, DE
Edward Jones
Series 66
Bear, DE
Merrill
Donald R. McLamb, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in February 2018 and brings over 25 years of financial industry experience to his role. Donald focuses on connecting all aspects of clients' financial lives to develop personalized approaches that help achieve their goals. His areas of expertise include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. He holds the Professional Investment Advisor (PIA) designation. Donald graduated in 1996 from the University of Delaware with a Bachelor of Science degree in Accounting. He has been a licensed CPA since 2001 and is a member of the Delaware Society of CPAs and the American Institute of CPAs. He has served as the Chair of the Board for the Delaware Society of CPAs and is currently active in these professional organizations. In addition to his professional work, Donald volunteers as a member of the Board of Directors for the Delaware Military Academy, where he serves as Treasurer, and for The Delaware State Fair, where he chairs the Finance and Budget Committee. He resides in Bear, Delaware with his wife, Tracy, and their two daughters. They enjoy spending time together at the Delaware beaches. Donald does not provide tax advice in his role at Merrill.
Series 63, Series 66
Smyrna, DE
Edward Jones
CFP®, Series 66
Middletown, DE
Edward Jones
CFP®, Series 66
Elkton, MD
Edward Jones
Series 66
Elkton, MD
Edward Jones
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