In his role as a Wealth Advisor at WealthSource, Donald Bateman leans on decades of industry experience. With a focus on retirement income planning, he helps clients invest their assets to reflect their goals and unique risk tolerances.
Although he is located in Knoxville, Tennessee, Don utilizes his vast experience to serve clients just down the road, as well as those located across the U.S.
Prior to joining WealthSource, Don served as an Investment Portfolio Manager at Heritage Investors, LLC. — a boutique wealth management firm that was acquired by WealthSource in 2022. In that role, Don helped business owners and their families with investment decisions. Throughout his career, Don has been exposed to a broad spectrum of financial services. He has worked in commercial banking, international equity sales, futures trading, and financial advising.
Don says he enjoys being a part of WealthSource because of the team. He is impressed daily by the quality and complementary backgrounds of his colleagues at WealthSource. When a complex issue arises, Don feels confident a solution can be found, simply by reaching out to the right person.
Donald received a Bachelor of Arts degree with a double major in Economics and Japanese Studies from Bucknell University before earning a Master of Business Administration degree from the University of Michigan-Ann Arbor.
A world traveler, Donald has citizenship in the United States, Canada, and England. He is socially minded and believes strongly in pouring into the community around him. In his free time, Donald enjoys golf, hiking, hockey, and spending time with his daughter.