Looking for a financial advisor specializing in helping business owners and individuals?

Damon Paull is a Houston, TX based financial advisor.

As a Houston-based wealth management advisor, I specialize in collaborating with Business Owners & Human Resource teams to strategize the optimal investment portfolio and a comprehensive benefits package for you and your dedicated employees. I have a passion for supporting entrepreneurs and being their trusted partner as they expand. Furthermore, my team and I provide expert guidance to families and individuals in crafting comprehensive financial plans & multi-generational investment portfolios. Our core focus is on creating lasting wealth for future generations. 

PROFESSIONAL HIGHLIGHTS

I embarked on a remarkable journey that led me to become a dedicated financial advisor in Houston, Texas. After high school, my path began in the Marine Corps. Growing up in the dynamic locales of Virginia Beach and Kansas City, I was inspired by a life-changing meeting with the legendary Marine sniper, “White feather”, Carlos Hathcock.  During my time in the Marines, I served in a California-based infantry unit, seeking constant challenges. Eager for more, I completed the Marine Security Guard school, where I honed my skills and provided unwavering security for esteemed U.S. Embassies, NATO, and various U.S. Government facilities in Europe and the Middle East regions.  After an honorable discharge, I utilized my invaluable military expertise while working for U.S. Government defense contractors. Immersed in overseas sandpits, I was deployed on teams such as the Ambassadors Security Detail, counternarcotics, and other government agency projects as a CIA contractor.

My journey then took me to a commodities financial firm specializing in trading oil and gas NYMEX contracts and other Chicago Mercantile Exchange (CME) derivatives. This experience fortified my financial acumen and broadened my understanding of the intricacies of the investments market.

Prior to my current role, I contributed my skills and knowledge to General Motors in the auto manufacturing sector. This diverse background equipped me with a well-rounded perspective on various industries.

Finally, my career reached new heights when I made the pivotal decision to join Totus Wealth Management in Houston, Texas. This move to an independent firm empowered me to offer my clients an extensive range of investment options, imbuing their financial portfolios with immense value. My dedicated team and I are passionate about empowering our clients with diverse investment strategies that unlock their full financial potential.

By partnering with me, you can expect:

• Personalized Financial Guidance: Tailored strategies that align with your business’ unique goals and aspirations.
• Comprehensive Wealth Management: A true holistic approach that encompasses investments, employee benefits, risk management.
• Expert Market Analysis: In-depth market research and analysis to help you make informed investment decisions.
• Proactive Portfolio Management: Continuous monitoring and adjustments to optimize your portfolio’s performance.
• Commitment to Your Success: A steadfast dedication to your financial well-being, driven by a genuine desire to see you and your business thrive.
   

Together, we can navigate the complex financial landscape, seize opportunities, & embark on a prosperous journey towards your financial dreams.

Commitment to Continuous Education

• University of Massachusetts-Amherst, Isenberg School of Management - BBA in Finance
• American Military University - Associates in Accounting
• Yale School of Management CIMA investments program
• College of Financial Planning - Accredited Wealth Management Advisor (AWMA)
• Stanford University - Energy Innovation and Emerging Technologies
• Villanova University - Lean Six Sigma

In Progress

• Certified Investment Management Analyst (CIMA) financial test
• Chartered Financial Consultant (ChFC) designation
• Masters of Science in Energy from Texas A&M

Community Outreach

• Ambassador, Cy-Fair Houston Chamber of Commerce
• V.P. of Community Outreach, ATA-Houston
• Scottish Rite for Children
• Financial Securities Advocate, NAIFA
• 5k - 10k calorie burning run for charities

Totus Wealth Management
701 North Post Oak Rd., Suite 320
Houston, TX 77024

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.