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William DesserWilliam DesserVice ChairmanWealth Partner
Awards and Industry Recognition
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Barron's
About William
Bill Desser is a Wealth Partner and Vice Chairman with J.P. Morgan Wealth Management.
As the principal of The Desser Group, he manages a team that serves an array of clients including entrepreneurs, corporate executives, entertainment industry professionals and athletes. Bill applies a holistic approach coordinating a variety of wealth management services. He takes pride in carefully listening to his clients' concerns, ascertaining their goals and then designing a disciplined, comprehensive wealth management strategy to help achieve them.
Bill has over 30 years of financial services industry experience, and took an interest in investments in early childhood, when his grandfather taught him the basic principles of investing. Bill worked with the Los Angeles Lakers Coaching Staff, under the tutelage of Pat Riley, in the 1980s. He credits his years of creating and managing portfolios, his experience through three NBA championships, and the vast array of J.P. Morgan's services and resources for his successes. The complex nature of his clients' wealth management issues demands a high level of customization, and Bill relies on the firm's award-winning research1, tactical asset allocation and macro-guided investment strategies to create a strategic portfolio designed to help his clients arrive at their financial objectives.
Prior to joining J.P. Morgan's predecessor firm, Bear Stearns in 1988, Bill served as a financial advisor for Pollock Financial from 1986-1988.
Bill graduated magna cum laude from University of California at Los Angeles with a B.S. in Economics. An active community member, he has served as a board member for the Leukemia & Lymphoma Society, the V Foundation and is active with various scholarship funds. A member of the Brentwood Country Club, he enjoys golf and tennis and spending time with his wife and two children.
J.P. Morgan ranked #1 as the All-America Research Team in the weighted results, Institutional Investor, 2018
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
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Asset protection
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now