The Desa Moore Group is committed to helping our clients achieve their financial goals. For over 25 years, we have built strong, long lasting partnerships with an emphasis on integrity, due diligence and clear communication.
Our hands-on approach begins with creating a holistic financial plan, based on your unique financial needs and long-term objectives. Identifying your tolerance for risk and time frame for investing, we implement a tax efficient investment strategy chosen from stocks, ETF’s and actively managed funds based on ongoing global market research. Pro-active communication and reviews ensure your financial strategy remains suitable through life’s milestones and changing market conditions.
As part of the Raymond James Ltd. family, we have access to a wide range of experts in the fields of insurance, tax and estate planning. Whether you are saving for your children’s education, planning for an active retirement or concerned about the best strategy to leave a legacy to your loved ones, we have the experience, knowledge and resources to help achieve your goals.
If you are seeking assistance to plan your financial future, we invite you to reach out to us.
Vice President & Wealth Advisor, Private Client Group
Wealth Advisor Assistant
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