Headquartered in Atlanta, GA, Desmond's team focuses on working with three distinct groups: families seeking financial security and prosperity, business owners, individuals who have experienced significant windfalls or life-changing events.We function seamlessly as an integrated team within a global firm that offers a diverse range of services:
Wealth Management Planning - We clearly articulate how each financial decision impacts financial security; both in the long and short-term. Depending on your unique situation, we customize a plan that is aligned to your needs. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.
Investment Advisory Services - We have a clear understanding of your financial needs to help ensure your lifestyle is never disturbed. Our goal is to help safeguard, enhance, and conserve your investment assets, utilizing a comprehensive, objective asset allocation strategy. Banking - We provide access to credit and balance sheet management, encompassing services like mortgages, credit cards, and basic banking through Bank of America.
Philanthropy- We provide invaluable assistance to families in their philanthropic endeavors, helping them establish a lasting family legacy while contributing to the charitable causes closest to their hearts.
Friendship and Support - Beyond financial acumen, we are dedicated to making a positive impact on your life on a daily basis. Whether you're facing challenges or celebrating significant achievements, we stand by your side. Our ultimate aim is to provide you with financial confidence concerning your current financial situation and your financial future.

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.