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 May 2003, he obtained his 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 rooting 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 Resident State: MA

It all starts with a conversation. Getting to know you and building trust. Andrew believes that trust is the lynch-pin to develop long lasting relationships with clients. To help establish a strong foundation he employs a thorough client discovery process. Gathering information, listening carefully, and understanding your situation is the cornerstone of every decision that will be made together.

As part of Andrew's comprehensive wealth management approach, he will take stock of your current situation - completing a detailed analysis of your financial situation to create a benchmark to track your progress toward your goals. With that analysis complete, Andrew is now able to identify any gaps in your current strategy. Armed with the vision of your story and the detailed analysis, he will craft a custom investment plan designed to help you reach your end destination.

Andrew recognizes that each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives. In order to properly serve that uniqueness, he tailors a customized strategy for each client. Any strategy that is ultimately put in place will be based on comprehensive principles of risk and reward. It is Andrew's focus on risk management and transparency that he believes sets him apart. He is dedicated to ensuring you have confidence and clarity in every decision that is made.

Andrew earned a BS in Business Management from Ithaca College and his MBA from Northeastern University. Prior to becoming a Financial Advisor, Andrew started a business right out of college. He grew it to become the largest apartment magazine guide in New England. He sold the business in 1997. Andrew began his career in Financial Services more than two decades ago. He decided to transition his practice to Wells Fargo Advisors in 2020.

Andrew and his wife Stephanie reside in Marblehead with their beloved long-haired dachshunds, Murray and Minnie. They have two adult children, Sam who resides in Montreal and Madi who lives in Andrew's hometown of Buffalo. In his spare time, Andrew likes to stay active he enjoys golf, yoga, boating and travel. He believes in giving back and has been very active in the Northshore Community. He supports local schools and The American Cancer Society.

CA Insurance Lic # 0E24802. Resident State: MA.

Dawn earned her MBA from Northeastern University while working in Boston at State Street Global Advisors, where she developed a strong foundation in the financial services industry. Soon after, she joined Raymond James Financial Services at an office closer to home, allowing her to balance her growing career with raising her young children. Over the course of 13 successful years at Raymond James, Dawn cultivated deep client relationships and honed her skills in personalized financial guidance.

In pursuit of new opportunities, Dawn transitioned to Morgan Stanley, further expanding her industry knowledge, and continuing to deliver exceptional service. She joined Wells Fargo Advisors in 2021, where she continues to provide thoughtful, client-focused wealth management. 

Dawn is known for her approachable and upbeat personality, which helps clients feel comfortable, confident, and well cared for throughout their financial journey. She is fully registered, having passed the FINRA Series 7 and 65 exams as well as the Life and Health Insurance Exam.

Dawn lives in Dover, New Hampshire, with her husband Mark. Outside of the office, she is an avid outdoor enthusiast who enjoys swimming, biking, running, and hiking in the White Mountains.

California Insurance License 4187537, Resident state, MA

Jane Henry is a Senior Client Associate at Wells Fargo Advisors, where she brings over 15 years of experience in the financial services industry. Known for her meticulous attention to detail and unwavering client focus, Jane specializes in supporting clients with their day-to-day operational needs, ensuring a seamless and responsive experience.

She began her career at Bear Stearns and Co. in 2006 and went on to Morgan Stanley before joining Wells Fargo Advisors in 2023. Her depth of industry knowledge and commitment to service excellence make her a trusted resource for clients navigating routine and complex financial matters.

Originally from Ohio, Jane graduated with a BA from Hillsdale College in Hillsdale, MI. She now lives on the North Shore of Massachusetts with her husband and two sons. Outside of work, she enjoys playing tennis, spending time with her family, and volunteering actively in her community.