Lauren Desmond

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2024 → 06/2025
  Charlotte Country Club
  Charlotte, NC
• 06/2023 → 06/2024
  Nascar
  Charlotte, NC
• 08/2019 → 05/2023
  Nanny
  Edwardsville, IL
• 08/2020 → 05/2022
  St. Boniface Catholic Grade School
  Edwardsville, IL
• 09/2022 → 04/2023
  St. Louis Blues Hockey
  St. Louis, MO
• 08/2015 → 05/2019
  Ursuline Academy
  St. Louis, MO
• 08/2019 → 05/2023
  Southern Illinois University
  Edwardsville, IL
• 02/2026 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*5205270 Entity Type: Entity Charitable Name of OBA: Alzheimer's Association Address: Charlotte, North Carolina, 28209 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: The Alzheimer's Association is a nonprofit organization dedicated to leading the fight against Alzheimer's disease and other dementias through research, education, advocacy, and support services for individuals, caregivers, and families affected by the disease. Its mission is to advance research, promote early detection and risk reduction, and improve care and support for those impacted by Alzheimer's and other dementias. Volunteer committee member for the Alzheimer's Association, supporting the planning and execution of both the annual fundraising gala and Walk to End Alzheimer's. Responsibilities include event planning, community outreach, sponsor and participant engagement, fundraising support, and promoting awareness of Alzheimer's disease and related dementias in support of the organization's mission. I*5204270 Entity Type: Entity Charitable Name of OBA: Charlotte Young Professional Group Address: Charlotte, North Carolina, 28209 Investment Related: No Position, Title, Association: Board Member,Director Employee Start Date: 01/01/2026 Number of Hours: 8, Monthly Number of Hours during trading: 0, Monthly Duties: To bring together young professionals in the Charlotte metro area through professional education, philanthropy, industry collaboration, networking, and community engagement. CYPG provides opportunities for members to develop professionally, build relationships, and contribute to the Charlotte community. Responsible for planning and coordinating member-focused networking, professional development, and community engagement events. Duties include event organization, member outreach, fostering member engagement, and supporting the organization's mission of professional growth, networking, and philanthropy for young professionals in the Charlotte area.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24