Robert Damon

Background

About Robert Damon

I offer planning and guidance to individuals and families concerned with making smart decisions around the growth, preservation and legacy transfer of their assets, with a focus on minimizing taxes and generating a lifestyle-sustaining income. The process begins by understanding what matters most to you, asking hard questions, listening carefully, understanding where you stand today and where you would like to be tomorrow. I am committed to helping you successfully address your financial goals at every stage. By capitalizing on the depth and breadth of Wells Fargo Advisors award winning research team I will design, implement and review your personalized wealth management strategy. My belief is that you deserve the highest level of advice and guidance, and I am committed to being the primary resource for all your financial needs. I strive to help you feel more confident, connected and in control of your financial life. This information is intended for use by residents of AZ, CA, FL, MA, ME, NC, and NH Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social