William DesserWilliam DesserVice ChairmanWealth Partner
Awards and Industry Recognition
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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November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
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