Christopher J. Damante, has been in the financial services industry since 1993. Chris builds customized investment strategies for affluent clients looking to manage, grow, preserve and transition their wealth. Utilizing technical and fundamental analysis, Chris has been helping clients grow their investment portfolios for over 20 years.

Chris has earned the designations of CERTIFIED FINANCIAL PLANNER® practitioner, Chartered Financial Consultant® and Certified Investment Management Analyst®. Employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios. In 2009, Chris was listed as one of the top 1,000 Financial Advisors in the nation by Barron's magazine.

Chris was born in Cleveland, Ohio and became a resident of South Florida in 1988. He is complemented by his wife Risa, their three children, Matthew, Amy & Tara and their boxer "Lucy". In his free time Chris is interested in health and fitness, enjoying fine wine, and boating.

Chris carries the FINRA Series 7, Series 63 and Series 65, NFA Series 31 and the State of Florida Life and Variable Annuity Agent licenses.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

It's the important things-our families, our values, the impact we have on others-that connect us.  Making sense of it all can be hard, asking the right questions can make things clearer.  So when I talk to you about wealth management, I ask life questions that are on your mind.  "Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?  Will my family be ok when I'm gone?"  Together, I know we can find the answers.

Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

-Longevity planning, including retirement income and insurance planning

-Wealth transfer strategies, including inheritance and business succession planning

-Life transition planning for marriage, divorce or loss of a loved one

-Expertise in working with business owners and medical practices

-Philanthropy, ensuring a lasting legacy for you and your family

Experience to guide you forward

-Over 35 years helping clients reach their financial goals

-First Vice President - Wealth Management, Portfolio Manager, UBS, 2012-present

-Assistant Vice President, Merrill Lynch, 1982-2012

My professional achievements and education

- FINRA Series 7, 63, 65 securities licenses

- Chartered Retirement Planning Counselor

- State of Florida Life & Health Insurance Licenses

- Wharton School Executive Education Program

- B.F.A., Pratt Institute

Making a difference in my community

-Launched and Continue to Advocate for The National Kidney Foundation of Florida in Palm Beach County

Outside the office

- I enjoy competitive ballroom dancing, travel, the Arts, and spending time with my husband, Richard, and my son, Greg

Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

An industry veteran, Michael has over 37 years of financial services experience. Michael has earned the designations of CERTIFIED FINANCIAL PLANNER® practitioner, Chartered Financial Consultant and Chartered Life Underwriter. His primary focus is on financial, retirement and estate planning. Michael is the team insurance specialist, and can assist our clients with their life insurance, annuities and long-term care insurance needs. During Michael's extensive career, Michael has held the Branch Manager title amongst others.

An avid sportsman, Michael is a competitive tennis player as well as a recognized football officiate.

Michael carries the FINRA Series 7, 8, 63, and Series 65 licenses in addition to the State of Florida Life, Health and Variable Annuity agent licenses.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, KY, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WI, WV

Lisa began her career in financial services at The Ayco Company, L.P., a Goldman Sachs Company in 1996. Lisa brings with her extensive knowledge and experience, and believes that a comprehensive financial plan is the best way to prepare for, and work through all of life's financial challenges.     

Lisa graduated from Syracuse University, before going on to obtain her Juris Doctor from Albany Law School.  While working at UBS, Lisa earned the CERTIFIED FINANCIAL PLANNER^TM (CFP®) practitioner designation.  As a CFP® professional, Lisa is identified as a professional who has met the high standards of competency and ethics established by the CFP Board. This background helps Lisa deliver comprehensive wealth management and financial planning to clients, primarily focusing on longevity, retirement and insurance planning, wealth transfer strategies, and life transition planning for marriage, divorce, or the loss of a loved one. 

Outside of work, Lisa lives in Jupiter, FL with her husband Patch, two children, Alexander and Jenna.  For fun Lisa watches Jenna play Lacrosse, rooting for the Orange in all sports, as well as spending time at the beach. 

Lisa is FINRA-registered and holds the Series 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.

Registered States:
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV

Robert brings over 30 years of management experience to Damante Partners Wealth Management. Robert specializes in financial planing for our clients, producing a personalized, comprehensive financial plans, to assist our clients' in achieving their goals. Robert is also the team liaison to the LGBTQ community, working with our same sex clients to address their needs in an ever changing legal landscape.

Robert has earned the designation of CERTIFIED FINANCIAL PLANNER® practitioner, employing a financial planning approach to assist clients in attaining their financial goals, he is actively involved in the investment and risk management of client portfolios. Robert received his Bachelor of Science degree from Johnson & Wales University in Providence, RI. Originally from Cleveland, Ohio, Robert has been a resident of Florida since 2001, currently residing in West Palm Beach. Robert is also a member of the West Palm Beach Rotary Club.

Robert is FINRA-registered and holds the Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.

Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Russell joined Damante Partners Wealth Management in 2012, bringing with him a great breadth of knowledge and experience having entered the financial services industry in 2004. Russell works with clients in all phases of their relationship, and excels in establishing and maintaining 529 education accounts for the group. Having over 14 years of financial experience, Russell regularly helps clients and the team with a number of different options strategies.

As the Team Administrator Russell's primary responsibility is to make sure that all clients receive the world class experience that they deserve. Additionally, Russell works in the capacity of business development lead for Damante Partners Wealth Management. Russell graduated Summa Cum Laude from Quinnipiac University in Hamden, Connecticut with a Bachelor of Science degree in Finance. Russell is a New Jersey native and currently resides in Palm Beach Gardens with his wife Tracy, son Deacon, and their three dogs. In his free time Russell plays golf, and spends time chasing after Deacon.

Russell is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.

Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Heather joined Damante Partners Wealth Management in 2005. Heather is the linchpin on the client service side of our business. Clients have come to rely on Heather for her attention to detail, intimate knowledge of their families and needs, as well as her compassionate spirit. Over the last 9 years Heather has provided care and support for more than 15 local Boxers, as a volunteer for Coastal Boxer Rescue.

Heather graduated Cum Laude from Florida International University with a Bachelor of Business Administration degree in Finance. Heather is a West Palm Beach native and currently resides in Royal Palm Beach with her husband Dillon, daughter Leilani and son Jackson. In her free time, Heather, Dillon, and Leilani are Semi-Pro Race Car drivers. Heather is FINRA-registered and holds Series 7, Series 66, NFA Series 31 securities licenses as well as licenses for life and health insurance and variable annuities.

Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV