Damon DeLuties, CFP
Managing Director - Investment Officer
About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Damon DeLuties, CFP
Managing Director - Investment Officer
Phone: 978.524.1641
Email: damon.deluties@wfa.com
Damon has been offering investment planning strategies to his clients since 1998. He has been a longtime advisor of high net worth families and corporate executives, who rely on him for his experience in retirement and retirement income planning.
He began his career at Merrill Lynch as a Financial Analyst before transitioning to Wealth Management at UBS in 1998 and joining Morgan Stanley in 2007 and Wells Fargo Advisors in 2020. A graduate of Fitchburg State University with an MBA and a B.S. in Business Administration, Damon continually strives to build his professional knowledge. In 2002, he received the coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College of Financial Planning at Merrimack College.
Damon is a member of the Financial Planning Association and has been a guest lecturer at Merrimack College and Fitchburg State University. He is actively involved in his community, volunteering with the Juvenile Diabetes Foundation, Jimmy Fund and ALS Association.
In his personal time, Damon enjoys vacationing with his family and roots for Boston-based sports teams. He is an avid golfer and a member of the Salem Country Club. Damon resides in Middleton, Massachusetts with his wife, Lisa and two children, Alana and Davis.
CA insurance license 0L02703.
He began his career at Merrill Lynch as a Financial Analyst before transitioning to Wealth Management at UBS in 1998 and joining Morgan Stanley in 2007 and Wells Fargo Advisors in 2020. A graduate of Fitchburg State University with an MBA and a B.S. in Business Administration, Damon continually strives to build his professional knowledge. In 2002, he received the coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College of Financial Planning at Merrimack College.
Damon is a member of the Financial Planning Association and has been a guest lecturer at Merrimack College and Fitchburg State University. He is actively involved in his community, volunteering with the Juvenile Diabetes Foundation, Jimmy Fund and ALS Association.
In his personal time, Damon enjoys vacationing with his family and roots for Boston-based sports teams. He is an avid golfer and a member of the Salem Country Club. Damon resides in Middleton, Massachusetts with his wife, Lisa and two children, Alana and Davis.
CA insurance license 0L02703.
Dawn Cobak
Senior Registered Client Associate
Phone: 978.524.1612
Email: dawn.cobak@wfa.com
Dawn Cobak – Senior Registered Client Associate
Dawn received her MBA from Northeastern University while working in Boston at State Street Global Advisors. Shortly after, she went to work for Raymond James Financial Services at an office closer to home and worked part time while her children were young. After 13 years with Raymond James, she moved to Morgan Stanley where she started working for Damon. Last Fall, when Damon moved to Wells Fargo Advisors, Dawn moved with him!
Dawn strives to make their client’s experience pleasant and seamless. Her bubbling personality makes clients feel comfortable and at home. She is fully registered, having passed her Series 65 license and the Life & Health Insurance exam.
Dawn lives in Dover, NH with her fiancé Mark. Her daughter Piper is a junior at University of NH and her son Jake is a freshman at University of Rhode Island. In her free time, Dawn enjoys swimming, biking, running and hiking the White Mountains.
CA insurance license 4187537
Dawn received her MBA from Northeastern University while working in Boston at State Street Global Advisors. Shortly after, she went to work for Raymond James Financial Services at an office closer to home and worked part time while her children were young. After 13 years with Raymond James, she moved to Morgan Stanley where she started working for Damon. Last Fall, when Damon moved to Wells Fargo Advisors, Dawn moved with him!
Dawn strives to make their client’s experience pleasant and seamless. Her bubbling personality makes clients feel comfortable and at home. She is fully registered, having passed her Series 65 license and the Life & Health Insurance exam.
Dawn lives in Dover, NH with her fiancé Mark. Her daughter Piper is a junior at University of NH and her son Jake is a freshman at University of Rhode Island. In her free time, Dawn enjoys swimming, biking, running and hiking the White Mountains.
CA insurance license 4187537