Desmond attended Lee University earning his Bachelor of Science in Business Administration and Liberty University completing his MBA. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Financial Analyst® designation, a distinction shared by few advisors. Desmond focuses on several facets of wealth management planning that include risk management, retirement planning, portfolio construction, as well as access to banking and lending services from Bank of America.
Beyond his professional accolades, Desmond brings a unique perspective to his work. Born into a military family and as a former professional basketball player who traveled across five continents, he understands the importance of adaptability and strategic planning in both sports and finance.
Desmond and his wife, Jill, live in Canton, GA. In addition to his role as a financial advisor, Desmond is an avid drummer, enjoys spending time making memories with his family, cheering on his new home team, the Georgia Bulldogs and serving his community through City Refuge, a non-profit serving the inner-city of Atlanta and North Georgia.
His team is involved with local communities, assisting charitable organizations such as City of Refuge. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
