Merrill Lynch Financial Advisor Damian Perry - Ocala, Florida

Damian Perry – Merrill Lynch Financial Advisor

For individuals and families seeking comprehensive and personalized financial planning, Damian Perry at Merrill Lynch presents a dedicated and accessible service. Located at 301 SE 17th St, Ocala, FL 34471, Mr. Perry operates out of a chamber committed to providing tailored solutions to meet diverse financial goals. His phone number is 3680619, and his website, advisor.ml.com, offers further details about his services and approach.

Damian Perry specializes in acting as a financial consultant, guiding clients through complex financial decisions and assisting them in building secure futures. He is a seasoned professional with a deep understanding of investment strategies, retirement planning, estate planning, and wealth management. Mr. Perry’s role extends beyond simply providing advice; he focuses on building strong, trusting relationships with his clients, taking the time to understand their unique circumstances, risk tolerance, and aspirations. He believes in a collaborative approach, working closely with clients to develop and implement customized financial plans that align with their individual needs and objectives.

Accessibility is a key priority for Mr. Perry and his firm. The office is equipped with a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably engage in their financial discussions. Appointments are strongly recommended to allow for dedicated time and personalized attention. Recognizing the importance of convenience, restroom facilities are also available.

Key Services Offered:

• Investment Management: Mr. Perry assists clients in selecting and managing a diversified portfolio of investments, ranging from stocks and bonds to mutual funds and ETFs.
• Retirement Planning: He helps clients develop strategies for achieving their retirement goals, including calculating savings needs, determining optimal withdrawal rates, and exploring different retirement account options.
• Financial Planning: A core component of his service, Damian Perry crafts holistic financial plans that encompass budgeting, debt management, insurance planning, and estate planning.
• Estate Planning: Mr. Perry works with clients to ensure their assets are protected and distributed according to their wishes, often collaborating with estate attorneys.
• Education Savings Planning: He assists families in planning for their children's education expenses through options such as 529 plans and other savings vehicles.

Current Reputation: Currently, Damian Perry’s firm on Google My Business has 0 reviews, resulting in an average opinion of 0/5. This indicates a need for clients to share their experiences and contribute to a more comprehensive understanding of the service provided. It’s important to note that this lack of reviews does not necessarily reflect a negative assessment, but rather a recent establishment or a need for greater client feedback.

Background and Expertise: While specific details regarding Mr. Perry’s professional history are available through his Merrill Lynch profile, he possesses extensive experience in the financial industry. His qualifications and certifications can be verified through the Merrill Lynch website. He consistently demonstrates a commitment to staying abreast of market trends and regulatory changes, ensuring that his clients receive informed and up-to-date advice. His dedication to professional development reflects his ongoing pursuit of excellence in providing superior financial advice.

Why Choose Damian Perry Mr. Perry’s approach centers around building long-term relationships based on trust and mutual respect. He prioritizes understanding his clients’ individual circumstances and tailoring solutions accordingly. His accessibility, combined with his expertise and dedication, makes him a valuable resource for those seeking to navigate the complexities of wealth management. Clients benefit from a proactive and responsive advisor who is committed to helping them achieve their financial aspirations.

Contact Information:

• Address: 301 SE 17th St, Ocala, FL 34471
• Phone: 3680619
• Website: advisor.ml.com

Further Information: Potential clients are encouraged to schedule an appointment to discuss their financial goals and explore how Damian Perry can assist them. The firm’s commitment to client service is evident in its accessibility features and proactive approach to financial planning.

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"keywords": "Financial Planning, Investment Management, Wealth Management, Financial Advisor, Retirement Planning",
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