Adam Plattner

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Fort Smith, AR 72903

Credentials

Series 66

Industry experience

20 years

About

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.

Expertise

Wealth management Charitable giving & philanthropy General estate planning guidance Retirement income strategy ESG / Sustainable investing

Demographic focus

LGBTQIA Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Work history

Bank Of America,Na

2009 - Present (17 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2005 - Present (21 years)

Disclosures

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

Chrissy N

Series 66

Fort Smith, AR

Independent Financial Group, LLC

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Religious/faith focused

Luke M

Series 66

Fort Smith, AR

Merrill

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Married/Couples/Partners Christian Faith Based

Keith L

CFP®, Series 66

Fort Smith, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management

Steven W

CFP®, Series 66

Van Buren, AR

Edward Jones

General retirement planning Wealth management

Madison N

Series 66

Alma, AR

Edward Jones

Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Real estate investing Founder/Business Owner Executive Women Professionals

Dawsyn S

Series 66

Fort Smith, AR

Merrill

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.

General retirement planning Wealth management
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