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Damon Snell
Financial Advisor
Guided Portfolio Manager
Financial Planning Associate
401 B Street, Suite 2300
(Between 4th and 5th Avenue)
San Diego, CA 92101
tel: 619-544-6519
toll free: 800-228-9505
fax: 619-544-6579
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • San Diego Venture Group
  • La Jolla Sunrise Rotary
  • MIT Forum
  • San Diego County Bar Association
  • Corporate Director's Forum
Education and Licensing
  • B.S. - Business
    San Diego State University
    San Diego, CA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life Insurance Licensed
  • Financial Planning Specialist Designation
Honors and Recognitions
  • Item One
  • Item Two
  • Item Three
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Guided Portfolio Manager
    Financial Planning Associate
    San Diego, CA
  • AT & T
    Operations Manager
    San Diego, CA
Damon Snell is licensed in the following state(s): CA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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