PROFESSIONAL PROFILE
Peter A. Damascus is a Wealth Management Advisor who joined Merrill Lynch in 1997. He is a Certified Financial Planner™, a Chartered Retirement Planning CounselorSM, and Certified Financial Manager. Peter graduated from Benjamin N. Cardozo School of Law, Yeshiva University. He is a member of the New York and California State Bars and United States Court of International Trade.
Peter advises people on their goal-based financial plans and specializes in structuring individualized investment portfolios. In particular, Peter helps families with wealth transfer issues including maximizing a family business potential, leaving a legacy to family or charities. Peter focuses on estate planning and works with attorneys and accountants in developing seamless implementation of estate and investment plans. Having practiced law, Peter is able to explain the intricacies of investment and planning in easy to understand terms.
Peter utilizes his Chartered Retirement Planning Counselor designation when working with doctors, hospitals, and companies when managing their diverse retirement plans and investments.
Peter volunteers for the Special Olympics and is a member of the University of Southern California Cardinal & Gold Alumni Group. Peter has over twelve years experience with the financial services industry and lives in Century City, CA with his wife and their daughter.