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.   In 2009, Chris was listed as one of the top 1,000 Financial Advisors in the nation by Barron's magazine. 

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, drinking 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.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV

Ronald Katz has over four decades of experience in the financial services industry.  Having started his career with Francis I. DuPont & Co. in New York in 1968, Ron has consistently been recognized as one of the top financial advisors throughout his career.  For many years, Ron also held the position of Branch Manager.  Ron mainly focuses on the municipal and taxable segments of the fixed income markets.

 Ron moved to the Palm Beaches in 1970 and has been a member of the West Palm Beach Rotary Club since 1976.

 Ron carries the FINRA Series 7, the State of Florida Life, Health and Variable Annuity agent licenses in addition to others.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV

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 competitive tennis player as well as a recognized football officiate.

Michael carries the NYSE Branch Manager's License Series 8, FINRA Series 7, Series 63 and Series 65, the State of Florida Life, Health and Variable Annuity agent licenses in addition to others.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

Russell joined the Damante Katz Wealth Management Group 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 13 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 the Damante Katz Wealth Management Group.

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 four 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. 

Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV

Heather joined The Damante Katz Wealth Management Group 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 Fiancé 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.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, MS, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV