Wealth Management Advisor
In December 2021, Damon Paull joined the Totus Wealth Management team as a Wealth Management Advisor. Damon is passionate about helping his clients achieve their personal and financial goals through the work he does at Totus. In his current role, Damon encounters many different versions of the American Dream, and he strongly believes in our free enterprise system where these dreams are made possible. He finds great fulfillment in the work he does, treating each client’s unique dream as if it were his own and always putting his client's best interests first.
Prior to joining our team here at Totus, Damon served as a Financial Professional at Equitable Advisors, a Production Supervisor & Project Leader for Finance & Operations Management at Schwan’s Company, and as a Senior Account Executive of Business Development and Finance in Oil & Energy Trade at Capital Commodity Investments, Inc. Damon has also worked in operations management and Six Sigma, and served both domestically and overseas as a Marine and State Department contractor. Having lived and worked overseas, Damon holds a deep appreciation for the diversity found in each culture he encounters.
Given Damon’s diverse professional background, his educational background is equally impressive. Damon holds a M.S. in Energy and Engineering from Texas A&M, a BBA in Finance Activities and Societies from UMass Amherst, a Certificate in Energy Innovation and Emerging Technologies from Stanford University, a Certificate in Lean Six Sigma from Villanova University, and more. Most recently, however, Damon earned the designation of Accredited Wealth Management Advisor AWMA®, awarded by the College for Financial Planning. He also holds his Series 63, 65, and 7 licenses.