Merrill Lynch Financial Advisor Damon O Marxer 921 Walnut Street, Boulder, CO 80302

Merrill Lynch Financial Advisor Damon O Marxer, located at 921 Walnut Street in Boulder, Colorado, is a distinguished institution in the finance industry. Damon Marxer, a Senior Vice President, Wealth Management Advisor, and Portfolio Manager, brings decades of experience and a personal touch to his clientele. With a focus on exemplary client service, Damon has been recognized as a Forbes "Best-in-State Wealth Advisor" from 2019 to 2023. He believes in building family-like relationships with his clients, understanding their lives and concerns to help preserve and grow their wealth.

Damon's investment philosophy revolves around owning companies that consistently raise dividends, utilizing his accounting background to analyze companies' financial health. He manages rising dividend portfolios for his clients, incorporating international and fixed income investments with a focus on tax-minimization strategies. Damon's goal is to simplify complex financial strategies for his clients, ensuring they understand their liabilities and have access to a range of banking services offered by Bank of America.

As a Certified Financial Planner™ professional, Damon strives to keep his clients informed and engaged in their financial planning. He works closely with Melody, a dedicated customer service representative, to provide outstanding client service and support. Melody acts as a liaison between clients, Damon, and the resources of Merrill Lynch Wealth Management, ensuring a seamless experience for all involved.

At Merrill Lynch Wealth Management, the focus is on building strong client relationships centered on trust and personalized service. By understanding clients' goals, priorities, and values, the team at Merrill Lynch helps clients make informed investment decisions tailored to their individual needs. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan focused on achieving their goals.

With a commitment to excellence and a passion for helping clients achieve financial success, Merrill Lynch Financial Advisor Damon O Marxer is dedicated to providing top-notch service and support to clients in Colorado and beyond.