Luke Mc Donald

Adam Plattner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop customized wealth management strategies that address their unique financial situations and priorities. Adam emphasizes a comprehensive approach that connects all aspects of a client’s financial life, adapting to changing market conditions to help pursue their most important goals. Adam holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Arkansas System. He began his career with a two-year internship at Merrill Lynch in Rogers, Arkansas, and in 2005, he joined the Plattner-Smith Group in Fort Smith alongside his mother, Sue. Adam’s areas of focus include family wealth management, legacy planning, retirement income, philanthropic and socially responsible investing, as well as specialized planning for the LGBT and women’s communities. In addition to his professional work, Adam serves on the board of Kitties and Kanines. He enjoys cooking, fishing, skiing, traveling, and spending time with his family.

Dawsyn Smith is a Financial Solutions Advisor with Merrill Lynch Wealth Management, where he partners with clients to develop personalized strategies aimed at pursuing their financial goals. He emphasizes a client-centric approach, taking the time to understand what matters most to individuals and families in order to provide tailored advice on investing, retirement planning, and saving for unforeseen expenses. Smith holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree and an Associate's Degree from the University of Arkansas Fort Smith, studies at the University of West Florida, and a High School Diploma from South Side High School. He is committed to providing ongoing guidance to adapt to his clients’ changing financial needs.