Donna Layne Besson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2019 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

I*2910269 Entity Type: N/A Name of OBA: L.M. Address:Missouri City Texas Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/22/2025 No Hours: 10 Monthly No Hours during trading:0 Monthly Duties:Power of Attorney for Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-06
• S63 Uniform Securities Agent State Law Examination
  1998-02-09

Other Names

• Donna Layne Mckenzie
• Donna Mckenzie
• Donna L Besson