Desmond Taylor*

M.S. Finance

Desmond is no stranger to Southeastern North Carolina. He spent time in Wilmington, NC, pursuing higher education at the University of North Carolina Wilmington's Cameron School of Business. Desmond earned his Bachelor's degree in Business Administration with a concentration in Finance, followed by a Master of Science in Finance from the Cameron School.


With a strong commitment to financial education, Desmond focuses on helping individuals navigate retirement planning, tax-efficient strategies, Social Security, and legacy planning. He regularly leads informational workshops designed to simplify complex financial topics and provide practical guidance for pre-retirees and retirees throughout Wilmington and the surrounding coastal communities. Desmond offers financial workshops in Wilmington, Jacksonville, and Fayetteville, and works with federal employees across multiple government agencies, including the IRS, Department of Defense, and other federal departments. His experience allows him to tailor his approach to each audience while offering a broad range of financial knowledge.

My Team

Emily Yanez-Galindo

Director of Advisory Services and Marketing

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Sonia Rojek

Client Relationship Manager

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Ceclia Kempe

Client Concierge

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Megan Churchill

Client Concierge

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