Donald L. Bagely

Senior Vice President, Investments

Biography

Donald brings over 30 years of industry experience to his role as Senior Vice President, Investments for the Scottsdale office of Wedbush Securities. Over the course of his career, he has served as a Senior Vice President for a number of large firms including, Drexel Burnham, Prudential Securities, Piper Jaffray, Wachovia Securities and Wells Fargo Advisors. He prides himself on his ability to provide superior customer service to his clients through regular communication, and is diligent in catching minor operational hiccups before they become severe problems.

For over ten years, he has specialized in serving executives who have a need for both personal and business related services. Through his entrepreneurial mindset, he is able to provide custom solutions that differentiate him from the competition including estate planning, portfolio management, and IRA distribution strategies.

Born in Morehead City, NC, Donald grew up in Irvine, CA and lived in San Francisco, CA for 27 years, prior to establishing himself in Phoenix, AZ, which he has called his home for the past 9 years. He graduated with his Bachelor of Science degree in Finance from San Francisco State University, and credits his passion for Finance from an internship he had at Drexel Burnham, which ultimately became a full-time role, where he honed his craft as a Financial Advisor. In his free time, he enjoys golf, basketball, water sports, reading, attending concerts and theater.

SPECIALIZATIONS

  • Asset Management
  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds

Credentials

  • Holds his Series 3, 7, and 63 licenses
  • BS in Finance from San Francisco State University

Mission Statement