Damian Perry
,
Senior Vice President, Wealth Management Advisor
NMLS #697817
301 S.E. 17th St.
Ocala FL 34471
352.368.0619
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile


Damian is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc., and a Wealth Management Advisor with the Ocala, Florida office of Merrill Lynch Wealth Management. Damian earned his business degree from the University of Florida, where he met his wife Karen. After a successful business career in outside sales, he began his career as a Financial Advisor with Merrill Lynch Wealth Management in 1995. Damian resides in Ocala with Karen and have raised two children, Sydney and Nicholas. Sydney is married and is a mental health counselor in Tampa. Nicholas, an Eagle Scout, attends the University of Central Florida. Damian's Community activities include, past leader of Nicholas' Boy scout troop, past president of American Cancer Society and former board member of Voices for Children of North Central Florida, United Way of Marion county and First United Methodist Church of Ocala. Damian enjoys board games, baseball, history, cars and when time permits, proudly participates in the University of Florida Marching Band alumni.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Victoria A Haire
Wealth Management Client Associate
352.368.0638
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Julie White
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #518440
Daniela Nunez
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Damian Perry is registered to do business in AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI.