Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Damon Marxer is a Senior Vice President, Wealth Management Advisor and a Portfolio Manager, who has been with Merrill Lynch since 2000 and formerly a CPA with Ernst & Young. Having “grown up” in the financial industry – learning from and working with his father, a longtime Merrill Lynch advisor – Damon brings decades of experience, insights and his personal humility to a down-to-earth clientele, including many he’s seen become successful adults.
“I enjoy family-like relationships with clients, their spouses and children – giving me a solid understanding of their lives and concerns. In witnessing how inflation and market volatility can affect people, I’m sensitive to clients’ comfort in helping to preserve and grow their wealth,” Damon explains.
On behalf of active and retired clients in Michigan, Colorado and many other states, Damon’s efforts reflect their years of diligence and sacrifice. “Most clients want a steady income stream, but they also deserve holistic strategies that account for Social Security, Medicare and supplemental plans. I’ve assisted clients through years of wealth creation, preservation and distribution,” Damon says. “Talking and making adjustments never stops.”
When it comes to investments, Damon has long believed in owning companies that consistently raise dividends. “With my accounting background, I prefer to look at what companies do – not what they say. If a company has a solid history of paying out cash, that signals a commitment by management and earnings typically follow.” Damon follows this philosophy by managing two rising dividend portfolios for many clients with a balance of international and fixed income. He maintains a simple investment approach with a keen awareness of tax-minimization strategies.
As complex as a client’s investment strategy might be, Damon strives to keep explanations simple. He also wants clients to understand their liabilities and have access to Bank of America for residential, securities-based lending and banking services. “From the outset, I organize the client’s financial assets and liabilities, building a personal balance sheet, so we can clearly see a client’s financial picture. Frequent conversations keep me updated and keep clients mindful of progress made toward their most meaningful goals,” Damon adds.
Damon is a graduate of the University of Colorado. He is also a CERTIFIED FINANCIAL PLANNER™ professional. He resides in Longmont, Colorado with his wife, Colleen, and their two boys. He enjoys spending time with his family and the great outdoor activities Colorado has to offer. He is also a longtime member of the Dearborn Kiwanis club.
*Damon does not provide tax or legal advice in his current role with Merrill Lynch.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Our team is involved with local communities, assisting charitable organizations such as Junior Achievement . For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
University of Colorado
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer NMLS # 515815
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.