Damon Limberis
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Damon Limberis is a highly experienced professional with 36.5 years of work experience in the field of wealth management. He specializes in goals-based analysis for wealth management, high net worth planning, family legacy planning, and risk analysis. Based in Alpharetta, Georgia, Damon is the Vice President of the Limberis Flannagan Group, where he has been instrumental in designing tailored financial strategies to ensure the success of his clients. With a strong focus on personal and professional growth, Damon is dedicated to achieving personal and meaningful outcomes.
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About
The Limberis Flannagan Group's commitment to you is building and maintaining a strong relationship, asking the hard questions, and then designing tailored financial strategies to help ensure your wealth is working for you during your lifetime while being preserved for future generations. The complex financial situation that is accompanied by your success will be professionally navigated with you at the forefront. You have the option to be involved at your preferred level and free to pursue your life priorities. As a seasoned group of professionals with a cumulative 85+ years of experience, the Limberis Flannagan Group has developed a planning, goals-based approach designed to help make the most of what you have by allocating your resources to achieve outcomes personally meaningful to you. As you transition through the stages of your life you will have a passionate, dedicated team that recognizes your needs and goes beyond traditional wealth management philosophy.
...See MoreWork Experience
vice president cfp senior financial advisor at merrill lynch
Vice President, CFP, Senior Financial Advisor
vice president cfp senior financial advisor
Financial Services
Damon Limberis's Professional Milestones
- vice president cfp senior financial advisor at merrill lynch (1987-05-01~): Providing strategic financial advice and guidance, driving business growth and maximizing client satisfaction.
- Vice President, CFP, Senior Financial Advisor: Driving economic success through strategic financial planning, effective risk management, and informed decision-making.
Skill
Goals Based Analysis For Wealth Management
High Net Worth Wealth Planning
Family Legacy Planning
Goals Based Investment Strategies
Risk Analysis
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Hadas Cohen
owner & designer at hadas creations
Other Named Damon Limberis
Frequently asked questions
We found 1 Damon Limberis's email addresses
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Damon Limberis's social media include: Linkedin,
Damon Limberis works for Merrill Lynch
Damon Limberis's role in Merrill Lynch is vice president cfp senior financial advisor at merrill lynch
Damon Limberis works in the industry of Financial Services
Damon Limberis's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Damon Limberis's latest job experience is vice president cfp senior financial advisor at merrill lynch at Merrill Lynch