A lifetime of experience matters when it's your nestegg![]() |
![]() Don Opperman, Financial AdvisorOUR PHILOSOPHY
At Market Trends Advisory, we have observed a shift on how investment assets have been managed. In our opinion, over the years the personalized approach has slowly been declining. Unlike some firms, we replace the one-size-fits-all strategy with individualized tactical custom made portfolios. We believe this style gives our clients the flexibility needed in today’s market conditions.Our approach to investing is different than many conventional methods. At Market Trends Advisory, we specialize in tracking trends across various asset classes and challenge conventional investment strategies. We employ both offensive and defensive strategies coupled with technical analysis in an attempt to keep our clients on the right side of the trends.(727) 480-4608 ![]() Market Trends AdvisoryA Member of Advisory Services Network, LLC |
Don has accumulated an extensive professional background in the financial services industry, having spent 20 years at Merrill Lynch and 26 years at Raymond James. As a seasoned Financial Advisor, he has recently started a new venture as an Investment Advisor Representative with Market Trends Advisory, a Member of Advisory Services Network, LLC, with Fidelity Investments acting as the custodian for his client’s assets.
Don's academic achievements include obtaining a bachelor’s degree in mathematics, a bachelor’s degree in accounting, and a master’s degree in business administration, all from the University of Central Florida. Don's career began at Merrill Lynch in 1977, where he served as a Financial Advisor in Orlando, Florida. He subsequently managed Merrill Lynch offices in Florida, Washington DC, Maryland, and Massachusetts, demonstrating his ability to succeed in diverse environments.
After 20 years with Merrill Lynch, Don joined Raymond James in 1996, where he spent 26 years helping individuals and businesses achieve their financial goals. Seeking to leverage his decades of experience to provide personalized financial advice, Don joined Market Trends Advisory as an Investment Advisor Representative. He strongly believes that being on the correct side of market trends in various asset classes is crucial for achieving financial success.
Don is an active member of his community, serving as a volunteer Sheriff Officer in Pinellas County. He is married to his lovely wife Sandy, has four wonderful grown children and one special grandchild.