Riverside County, California, United States
Damian is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Riverside California. A graduate from the school of Business Management at California State University of San Bernardino, Damian began his career with Merrill Lynch Wealth Management as a Financial Advisor in 1999. Damian is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. As a member of Brown & Associates, he has a specific focus in the areas of investment planning as well as portfolio construction and customization. Damian currently resides in Rancho Cucamonga, California with his wife Kerri Ann. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
We are a wealth management group, based in the Riverside CA branch of Merrill Lynch Wealth Management. Our team brings over thirty years of industry experience to wealthy families, business owners, executives and non-profit organizations. Our ultimate goal is to provide clients with highly effective, long-term wealth management experience and the guidance required to see it through. We believe that clients should have an integral part in the wealth management process and we pride ourselves not only in our delivery of the customized strategies that we develop, but also the depth of understanding that clients have in that strategy. To accomplish this objective, we employ a disciplined process that includes a detailed evaluation of each client's investment goals and risk tolerance in order to provide them with customized, planning-based financial strategies. A crucial element of this process is the performance and objective review which is scheduled systematically throughout the year. This step keeps clients up-to-date on the breakdown of their portfolios holdings, the reasons for the current holdings as well as the most recent performance. We also re-evaluate the investment objectives for the portfolio to help ensure that we are still on the right track. As a part of Merrill, we have at our fingertips a wealth of capabilities enabling us to respond appropriately to the various events that can affect client's financial strategies. From a new home purchase or refinance, liquidity need or inheritance to retirement planning, savings and investment management, our team will find the best strategy to help you meet your objectives. *Financing Services are through Bank of America, N.A. (NMLS#633388)