Damon K. Kinzie

Senior Vice President, Financial Advisor, Senior Portfolio Management Director

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Damon K. Kinzie

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

Born and raised in Northern Vermont, I have been advising clients since 1993 from offices in Stowe and Colchester, Vermont. I work to provide comprehensive personal investment and advisory strategies. My focus is on individual client needs and goals. My assistant Hannah Hutchinson, a registered associate, and I are committed to putting our clients first in all that we do.

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Services Include

  • Professional Portfolio Management
  • Business Succession Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Trust Accounts
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Life Insurance

Securities Agent: AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Originally from Hyde Park Vermont, Damon graduated with a BA from the University of Vermont in 1992. He began his career with JB Hanauer (a tax free bond firm) in West Palm Beach in 1993, Damon returned to Vermont in 1995 to work for Edward Jones in South Burlington. Damon moved to Morgan Stanley in 2001 and was promoted to Senior Vice President in 2013. In 2015 he was promoted to Portfolio Manager.

Damon Lives in Stowe and has been involved with various boards in Vermont, he has served on the Cancer Patient Support Program Board, University of Vermont VT Regional Board, Voices for Vermont Children. Damon is currently serving as a Board Member of the Lamoille Home Health and Hospice.  He is also a member of the Mount Mansfield Ski club and he enjoys skiing, mountain biking, scuba diving, golfing, and playing soccer.

Location

Location

  • Water Tower Hill
  • 105 West View Rd., 5th Fl.
  • Colchester, VT 05446


    Education

    Education

    • Governor Drummer's Academy 1985-1988
    • University of Vermont 1988-1992

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Damon K. Kinzie today.

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