Maureen Damer

Maureen Damer

  • CRPC
  • ADPA
  • RICP
  • First Vice President - Investment Officer
First Vice President - Investment Officer
Chartered Retirement Planning Counselor or CRPC®
Accredited Domestic Partnership AdvisorSM or ADPA®
Retirement Income Certified Professional® or RICP®

Licenses: Life and Health Insurance, Long Term Care and Partnership Insurance

Registrations:  Series 7, 63 & 65

Other Training: Social Security and Medicare

Areas of Focus:
Education Planning
Pre-Retirement Planning
In-Retirement Planning
Insurance: including Long Term Care
Estate Planning Strategies

Financial Service Experience: 27 Years

Community Involvement:
 - Executive Women in Finance
 - Indy Rainbow Chamber of Commerce: Board member
 - Meals on Wheels 
 - ZWIN (Zionsville Women in Networking)

Education: Graduate of St. Mary's College (South Bend, IN) Bachelor Degree in Business

Personal: Married to Scott, an entrepreneur and business owner.  We have three children: Alec, Austin, and Alena.
Notes of Interest
My Favorite...
Travel Destination: A beach, any beach because the sound and smell of the water lapping the shore helps me relax.
Pro Sports Athlete: Wayne Gretsky, because he always made everyone around him better; elevating both their game and performance. I love hockey!
Quote: “Those who cannot remember the past are condemned to repeat it.” – George Santayana   I saw this quote at the entrance of the Dachau Concentration camp in Germany and it really moved me.
Pet:  Bella Sue, a dog and Luna, a cat.  We adopted both.

My Greatest Achievement: 
Raising three wonderful children.

Distinguished Awards: Executive Director Rookie of the Year (Junior Achievement) and Premier Advisor for several years*
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors/Wells Fargo Advisors Financial Network as mesured by completion of educational components, business production based on either of the past two years and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

Notable Fun Fact: My dad's family came from Germany and brewed beer there and then operated a brewery in Mishawaka, IN until 1957.

My Associate(s):
Lori Westerfield, Senior Registered Client Associate - Officer.
Mary Reinking, Senior Registered Client Associate - Officer.

Maureen Damer's Contact Information:
Address: 8888 Keystone Crossing, Suite 400, Indianapolis, IN 46240
Phone: 317-208-3713 | 800-428-6189 | 317-340-9700    Fax: 317-573-9299


  • St. Mary College, Notre Damer IN