Damian Hedley

Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Credentials

Series 63, Series 65

Merrill Lynch, Pierce, Fenner & Smith Incorporated logo

Firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Location

San Francisco, CA 94104

About

Damian Hedley is a Private Wealth Manager with Merrill Private Wealth Management. He advises a select group of ultra-high-net-worth individuals and families, providing leadership and coordination across multiple aspects of their wealth.

Damian works with business owners, including those planning an exit or who have monetized their businesses, as well as C-suite executives. His expertise includes compensation optimization, managing concentrated and restricted stock strategies, and facilitating wealth transfer to future generations.

Expertise

Business exit / sale strategy Business ownership considerations Liquidity event planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Founder/Business Owner Executive

Work history

Bank of America, N.A.

2025 - Present (1 year)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2025 - Present (1 year)

UBS financial Services

2006 - 2025 (19 years)

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