Knowledge

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.

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. CA insurance license  0C64807

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 PLANNERTM (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.

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

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.

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.