Don C. Megliola -
Senior Managing Director
Don is a Co-founder of Fulcrum Securities, Inc. and currently serves as a Principal of the Firm as well as the President of Fulcrum Advisory Services. He moved to the Washington, D.C. area upon graduating cum laude from Cornell University with a B.S. in Business and Finance. In 1997, he began his career as an Investment Professional at Prudential Securities Inc., under the leadership of J. Patrick Kearns. Then, in 2002, he opened his own retirement planning practice in Reston, Virginia and has spent the past four years running an independent practice through ING Financial Partners. Don has finally reunited with his long time colleague and mentor Pat Kearns here at Fulcrum.
Both experiences have given him a clear view of the landscape of the financial services industry from the perspective of the large Wall Street firm and the independent advisory channel. In both scenarios, his clients' need for objective financial advice without any proprietary influence has always been of paramount importance. Because of his background in strategic management consulting, Don is able to apply that experience to his client advisory process. In addition, his clients benefit from his customized advice and plans in the accumulation, protection, and preservation of their retirement wealth.
Don played four years of college soccer for Cornell, and currently serves on the Executive committee for the men's program. He has also spent time locally coaching youth teams. A black belt in Shao Lin Kung Fu, Don enjoys a proper balance in his life. He and wife Amanda enjoy their two children, Don Thomas and Ella and currently live in Potomac Falls, Virginia.
If you are interested in additional information, Don can be reached by email or contacted by telephone:
|11190 Sunrise Valley Drive|
|Reston, Virginia 20191|
Heather R. Simpson -
Heather has diligently served and supported Don's clients since January of 2008, and has been an amazing asset to his practice. Extremely detail oriented, she is dedicated to taking care of any and all client servicing needs and takes great pride in her work. Over the years she has come to enjoy the many relationships she has built with Don’s clients. Before joining Don’s team at Fulcrum, Heather spent many years working at the Little Gym in Sterling, Virginia. Her ability to handle high stress environments is one of her greatest strengths, and she always makes sure that client’s needs are met and their investment business processed and serviced in a professional and timely fashion.
Heather has spent her life in Northern Virginia and is a lifelong Washington Redskins fan. On the weekends she can often be found babysitting two of Don’s most important clients, his children.
Wealth Advisory Process:
- Initial client meeting to understand financial profile
- Develop personalized investment strategy and plan
- Comprehensive selection of investment tools and programs
- Review, monitor and update plan over time