Desiree Grimes, Client Relationship Manager, joined our team in February 2022 and comes to us with 23 years of banking experience and customer service management. Desi will be responsible for executing client service satisfaction. Her goal is to provide exceptional client service to clients and make every client her top priority. Desi’s attention to detail and promptness will ensure that things are done correctly and in a timely fashion. Desi’s gregarious personality and friendly demeanor makes every phone call and visit from a client, a memorable experience. She has the ability to make each client feel special, heard, and important each and every encounter.
Desiree Grimes lives in Hagerstown, enjoys camping, the beach, spending time with family, friends and is an on call dog sitter. Her passion for animals and her family are always front and center.
LATEST
NEWS
Forbes list of Top Best-in-State Women Wealth Advisors
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
Making a nonfamily successor the head of the family business
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...