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Donald Bouchard

Advisor at Cetera

Updated today
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Firm

Cetera

Location

Batavia, NY

Credentials

Series 63

Industry experience

41 years

About

Donald Bouchard is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Avantax Advisory Services and related entities for 16 years. Outside of his advisory role, he owns Bouchard Financial Services, LLC, which provides tax preparation and accounting services, and he also performs as a solo musician and occasionally teaches music lessons. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, with notable retirement and fiduciary capabilities integrated into its broad institutional platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Batavia, NY

Most active in

New York

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Advisory services

2009 - 2025 (16 years)

Avantax Insurance Agency, Llc

2009 - 2025 (16 years)

Avantax Insurance Agency and/or Avantax Insurance Services.

2009 - 2025 (16 years)

Avantax Investment Services, INC.

2009 - 2025 (16 years)

Avantax Insurance Agency and/or Avantax Insurance Services.

2009 - 2025 (16 years)

Bouchard Financial Services, LLC

2009 - Present (17 years)

Donald E. Bouchard

1995 - Present (31 years)

Donald Bouchard (Self Employed)

1994 - Present (32 years)

Donald Bouchard (Self Employed)

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonathan L

Series 66

Batavia, NY

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Milenda K

Series 63, Series 66

Pavilion, NY

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shari S

Series 66

Batavia, NY

LPL Enterprise

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Christopher W

Series 63, Series 65

Batavia, NY

Merrill

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008. Christopher is a partner in RGRWT & Associates and focuses on working with high-net-worth individuals and their families to build, preserve, and transfer wealth across generations. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning and a Bachelor's degree from SUNY College at Brockport. His expertise includes divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. Christopher has served in leadership roles on boards for several local nonprofit organizations including the YMCA, United Memorial Medical Center Foundation, United Way, and Leadership Genesee. He lives in Batavia, New York, with his wife and has two grown daughters. His personal interests include baseball, football, gardening, golfing, reading, and spending time with family.

General retirement planning Retirement income strategy Wealth management Family Business General estate planning guidance

John R

Series 63, Series 65

Batavia, NY

Merrill

John Riter is the Senior Resident Director of Merrill Lynch Wealth Management’s Batavia, New York office and managing partner of the RGRWT Group. He began his career as a financial advisor in 1987 after earning a bachelor's degree from the John Wiley Jones School of Business at SUNY Geneseo. John holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. As managing partner of the RGRWT Group, John leads a team of six financial advisors, an investment associate, and three client service associates, collectively bringing over 135 years of experience. The group serves clients across 35 states and seven countries, focusing on family wealth management strategies, personal retirement planning, and small business strategies. John’s approach combines the resources of a global organization with personalized service rooted in small-town values. John has a longstanding commitment to his community, including over 30 years of involvement with the GLOW YMCA in Batavia, where he is currently chairing the initiative to build a new facility that will anchor a Healthy Living Campus. He has also been a member of the Batavia Rotary Club for more than 20 years, serving on its board of directors multiple times. John and his wife Liz have been married for 33 years and have two adult children, Mitchell and Kathryn.

General retirement planning Wealth management Business ownership considerations Married/Couples/Partners Mid-Career Professionals
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Michael R

Series 63, Series 66

Batavia, NY

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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