Donald A. Bernard II, is a Senior Vice President/Investments at Stifel’s Reno, Nevada, office and has been in the investment industry for more than 30 years.  He holds the Accredited Investment Fiduciary® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF® examination. 

A fifth-generation Nevadan native, Don graduated from the University of Nevada, Reno, with a Bachelor of Arts.  He has been honored in Barron’s Magazine as one of America’s Top 1,000 Financial Advisors and the State of Nevada’s Top 100 Financial Advisors.*  He has served as chairman of the Saint Mary’s Hospital Foundation, president of the Truckee Meadows Boys and Girls Club and the Prospector’s Club of Reno, a board director of the YMCA of Reno, and past member of the Nevada State Olympic Organization.  He currently serves as trustee of the University of Nevada, Reno Foundation, the Renown Health Foundation, and the Nevada Museum of Art.

With a well-established local and national reputation, Don frequently assists multiple generations of the same family, high-net-worth individuals, retirees, small business owners, and professionals throughout the country.  His mission is to build long-term relationships while putting his clients’ interests first.  He has extensive knowledge in retirement planning strategies and has built his practice based on a consistent, no-nonsense commitment to outstanding service, thriving on referrals from satisfied clients.

Don and his wife, Sallie, reside in Reno, where they raised their three adult children.  He enjoys traveling with Sallie, spending time with family and friends, supporting the University of Nevada, Reno, attending Our Lady of the Snows church, and serving the community.

 
*  Barron's Top 1,000 Advisors and Barron's Top 100 Advisors, 2006, as identified by Barron's magazine and selected from a pool of over 4,000 nominations and over 400 qualified nominees, respectively.  Factors included in the rankings:  assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.  Investment performance is not a criterion.  The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Neither the broker-dealer nor its financial advisors pay a fee to Barron's in exchange for the rating.  Barron's is a registered trademark of Dow Jones & Company, L.P.  All rights reserved.

Donald A. Bernard III, AIF® is a Financial Advisor at Stifel’s Reno, Nevada, office and has been in the investment industry for six years. He holds the Accredited Investment Fiduciary® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF® examination.

A sixth-generation Nevadan native, Donald graduated from California State University, Fullerton (CSUF) in Orange County with a Bachelor of Arts in Communications (Public Relations).  He was a two-sport Division 1 Scholarship Athlete as a member of CSUF’s Men’s Cross Country/Track and Field teams.  He currently serves as a board member of the Truckee Meadows Boys and Girls Club.

Donald began his career during college in 2015 at Newcastle Financial Advisors, where he played an instrumental role in business development and client relations.  In 2017, he joined Franklin Templeton Investments as an Advisor Consultant, where he covered the greater Houston, Texas, Metropolitan Area in the areas of practice management, asset allocation, and portfolio construction.  In 2019, he joined Stifel as a Financial Advisor to build long-term relationships and help clients pursue their goals.  To do this effectively, he designs detailed wealth management strategies, taking into account their investment needs, risk tolerance, tax planning needs, and personal considerations.  He takes the time to get to know his clients to better understand where they stand financially to address the needs of their estate.  This includes estate planning strategies, legacy planning, gifting, family governance, and wealth planning concerns.

Donald resides in Reno, where he enjoys participating in a variety sports, especially running, and outdoor activities at Donner Lake, playing both piano and guitar, and spending time with family and friends.