Waverly Advisors
Billing Associate

Desmond Baker

Desmond Baker joined Waverly Advisors in September 2025 and serves as Billing Associate.ย  Desmond Baker brings nearly a decade of experience in financial operations, investment advisory services, and client support. His background includes knowledge in asset movement, retirement and brokerage account processing, mutual fund and securities transfers, and providing high-level service to independent financial advisors and their clients. Desmond finds great fulfillment in ensuring accuracy and efficiency in operational processes while supporting Waverlyโ€™s mission to help clients achieve their financial goals.

Outside of work, Desmond is a self-proclaimed chef. He also serves on the Worship Team at his church and enjoys creating music, performing across Atlanta, and spending time with his daughter. A die-hard Georgia Bulldogs fan.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Community Involvement

  • Worship Team, The Outlet Community Church
  • Men of Honor Community Outreach Group

Ask Me About

  • Investment Operations & Account Servicing
  • Supporting Financial Advisors
  • All things Georgia Bulldogs Football