$5.8+ trn
UBS Group invested assets
As of 03/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
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. CA insurance license 0H15720.
Robert brings over 30 years of management experience to Damante Partners Wealth Management. Robert specializes in financial planning 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, and serves on the Clubs Board of Directors.
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. CA insurance lincense 0I45140
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.
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.
A 33 year veteran of UBS and its predecessor firms,
Caroline is an important part of the Client Service
division of DGK Partners Wealth Management.
Leaning on her experience Caroline is counted on to
provide excellent client service and is frequently the first
contact when a client needs access to their portfolios.
She is the lead team member when it comes to portfolio
distributions, credit card implementation and payment,
as well as annuity reporting. Fluent in Spanish, Caroline
has frequently trained fellow Client Service Associates
and operations staff. Prior to her current role, Caroline
spent 18 years on the Operations side of the UBS as a
cashier and wire operator. Caroline graduated from South College in West Palm
Beach before joining Paine Webber in 1989. A frequent volunteer for the Leukemia & Lymphoma
Society, Caroline resides in West Palm Beach, Florida
with her husband Jeff and dog Skippy.
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.
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. CA insurance license 0H15720.
Robert brings over 30 years of management experience to Damante Partners Wealth Management. Robert specializes in financial planning 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, and serves on the Clubs Board of Directors.
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. CA insurance lincense 0I45140
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.
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.
A 33 year veteran of UBS and its predecessor firms,
Caroline is an important part of the Client Service
division of DGK Partners Wealth Management.
Leaning on her experience Caroline is counted on to
provide excellent client service and is frequently the first
contact when a client needs access to their portfolios.
She is the lead team member when it comes to portfolio
distributions, credit card implementation and payment,
as well as annuity reporting. Fluent in Spanish, Caroline
has frequently trained fellow Client Service Associates
and operations staff. Prior to her current role, Caroline
spent 18 years on the Operations side of the UBS as a
cashier and wire operator. Caroline graduated from South College in West Palm
Beach before joining Paine Webber in 1989. A frequent volunteer for the Leukemia & Lymphoma
Society, Caroline resides in West Palm Beach, Florida
with her husband Jeff and dog Skippy.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager