Donald Scholz, CFP®

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Co-Chief Investment Officer

Specialties: Legacy and Philanthropy

215-348-9393
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Education

  • BA, St Pius X Seminary, Erlanger, KY
  • MBA Drexel University, Philadelphia

In Financial Services since: 1985

With Marshall since: 1995

Past and present affiliations:

  • Chair – International Association for Financial Planning (Philadelphia Area Chapter)
  • Member – Financial Planning Association
  • National Association of Personal Financial Advisors – Fee Only Advisors

Get to know:

Clients regularly comment on Don’s warm and welcoming approach to planning. Perhaps unexpected in a CIO, his rich background includes study at a seminary and time as a teacher of Theology and Ethics. Later, Don earned a Masters degree in Business and Finance from Drexel University, becoming first a Computer Systems Analyst and later a Financial Planning Analyst in the Strategic Planning Department of CIGNA’s Property Casualty Group.

At Marshall, Don brings his talents together to help clients with their philanthropic planning, enabling them to realize their visions for making a difference in the world. “I enjoy guiding our clients from success to significance, helping them leave an enduring personal legacy with the wealth they’ve created.”

As he did in the seminary, Don cantors at Church where his wife Joanna is the organist. Together they were awarded their Church’s Capstone Achievement Award, honoring their many years of service in music ministry. Additionally, Don enjoys gardening, golfing, and spending time with his three kids, their spouses, and his three grandchildren.