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 Number: 0L02703. Resident State: MA
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 Number: 0L02703. Resident State: MA
