Damon Skinner

About Damon Skinner

I have been in the financial services industry for more than 20 years and joined Merrill Lynch Wealth Management in 2016. I have dedicated myself to my clients\' by putting their best interest in the forefront of every decision. Using education as the primary tool to enlighten my clients on risks/rewards of every step of the investment process, from asset allocation through consistent investment manager review. Preservation of capital as the primary driver of portfolio design, coupled with wealth accumulation for current and future generations. I work on both sides of the client\'s balance sheet to allow assets, as well as liabilities, all working towards the clients\' financial goals. The clients that I work with include 401(k)\'s, Endowments & Foundations, and high net worth families. I have in-depth experience with affluent individuals and institutional clients, using firm based research to guide my clients through various market cycles over the last 2 decades. I am well versed in retirement plans, defined benefit, manager screening/selection, retirement income planning, strategic/tactical asset allocation, estate and insurance planning strategies. I have extensive experience in alternative investments, including working for a Beverly Hills hedge fund. I have worked as a business banker; providing advice & guidance to small and medium size companies. I live in Oceanside with my wife Paola, and twin boys Matthew and Christopher. I enjoy surfing, skiing, snowboarding, traveling, wine, cooking, football and entertaining family/friends. Member of Sigma Alpha Epsilon, Indiana Beta at Purdue University.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Merrill Life Agency\'s California License Number 05•••76

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   May 2016 — Present

   Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc.(\"BofAS\") and/or one or more of its non-U.S. affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Education

• Purdue University

  Bachelor's Degree

  1984 — 1988

Skills

• Selling
• Finance
• Team Management
• Management
• Portfolio Management
• Investments
• Mutual Funds
• Asset Management
• Business Development
• Asset Allocation
• Wealth Management
• Sales
• Investment Management
• Alternative Investments
• Financial Services
• Education
• Loans
• Program Management
• Analysis
• Equities
• Consulting
• Consultative Selling
• Relationship Building
• Marketing
• Territory Management
• Exceed Sales Goals
• Territory Growth
• Written Communication
• Salesforce.com
• Retirement Plan Consulting
• Qualified Retirement Plans
• Insurance
• Tpa
• Value-Added
• Certified Investment Management Analyst
• Retirement Planning
• Strategy
• Financial Planning
• Business Succession Planning
• Employee Benefits Planning