About Maureen

Maureen Damer - Merkel Damer Financial Strategies Group of Wells Fargo Advisors

Maureen Damer, CRPC®

First Vice President - Investment Officer

Accredited Domestic Partnership AdvisorSM or ADPA®

Retirement Income Certified Professional® or RICP®

 

Licenses: Life and Health Insurance, Long Term Care and Partnership Insurance

Registrations:  Series 7 & 65

Other Training: Social Security and Medicare

 

Areas of Focus:

Education Planning

Pre-Retirement Planning

In-Retirement Planning

Insurance: Including Long Term Care

Estate Planning Strategies

 

 

Financial Service Experience: 20+ Years

Community Involvement:

  • Boy Scout Troop 514

  • Women for Riley

  • St. Monica Church and School: Volunteer

  • Meals on Wheels - Volunteer over 15 years

  • Zionsville Schools: Volunteer

  • NAWBO Indy (National Association of Women Business Owners): Corporate Partnership Committee, Membership Committee (past)

  • ZWIN (Zionsville Women in Networking): Vice President of Programs

Education: Graduate of St. Mary’s College (South Bend, IN) Bachelor Degree in Business

Personal: Married to Scott, an entrepreneur and business owner, and has three children: Alec, Austin, and Alena

 

Notes of Interest

My Favorite…

  • Travel Destination: A beach, any beach because the sound and smell of the water lapping the shore helps me relax.

  • Pro Sports Athlete: Wayne Gretsky, because he always made everyone around him better; elevating both their game and performance. I love hockey!

  • Quote: Those who cannot remember the past are condemned to repeat it.” – George Santayana   I saw this quote at the entrance of the Dachau Concentration camp in Germany and it really moved me.
  • Pets:  Bella Sue, a dog we adopted; Coco, a guinea pig and five fish.

 

If I was stranded on an island with no possible escape, there are three things I MUST have:

A series of books, a survival kit and my family.

My Greatest Achievement:

Raising three wonderful children.

Have you travelled much for leisure? If so, where?

Ireland, Europe and historical places throughout the United States.

Other than the present, which historical era would you have liked to live?

I like indoor plumbing so I’d have to say any era that has a bathroom inside the house!

With benefit of hindsight, the advice I’d give my 18-year-old self:

Save more and spend more time with family.

If possible, one super-human power I could possess:

Mind reading.

If money was not a limiting factor, name one thing you would like to do.  

See that all soldiers and veterans get everything they need for a good life.

Distinguished Awards:

Executive Director Rookie of the Year (Junior Achievement).

Notable Fun Fact:

My dad’s family brewed beer and operated a brewery in Mishawaka, IN the first half of the 1900s.

 

My Associate(s):

Lori Westerfield, Senior Registered Client Associate, Officer.

Mary Reinking, Senior Registered Client Associate, Officer.

 

Maureen Damer’s Contact Information:

Address: 8888 Keystone Crossing, Suite 400, Indianapolis, IN 46240

Phone: 317-208-3713 | 800-428-6189    Fax: 317-573-9299

Email: maureen.damer@wellsfargoadvisors.com