Dempsey Lord Smith
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
901 N Broad St NE Ste 400, Rome, Georgia...Phone Number
(706) 238-9575Website
www.dempseylordsmith.comRevenue
$26 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Dempsey Lord Smith
Dempsey Lord Smith LLC is an independent wealth management and retirement planning firm. As a Registered Investment Advisor the company is dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service. The company's goal is to form a long-term partnership with you, always acting in your best interest. With more than 100 years of combined experience in financial planning, the company's management team utilizes sophisticated portfolio modeling technologies to help you reach your financial goals. The company's services include: Wealth Management for individuals and families Retirement Planning for retirees and pre-retirees 401(k) Consulting for small-business owners Advisor Brokerage Services for independent financial advisorsExplore more
Dempsey Lord Smith Org Chart
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Activity Insights
Dempsey Lord Smith is experiencing very low activity levels compared to other companies in the Finance sector.
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Dempsey Lord Smith is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dempsey Lord Smith.
Dempsey Lord Smith Tech Stack
A closer look at the technologies used by Dempsey Lord Smith
Most Recent Scoops
Project
, according to an internal source in legal, is in the midst of initiatives related to data privacy. The organization is currently evaluating various vendors. The organization is leveraging access controls, encryption and real-time monitoring and implementing data-centric security strategies in support of these initiatives.
Implementation, Information Security, Data Management, Cyber Security, Information Governance, Security, Workforce Management, Privacy, Regulations
Project
, according to an internal source in legal, is in the midst of initiatives related to regulatory compliance. The organization is currently evaluating AuditBoard. The organization plans to increase investments in platform tools to automate reporting, monitor regulatory changes and management controls.
Spending/Investment, Automation, Financial Planning, Audit, Compliance, Internal Audit & Control, Finance
Project
, according to an internal source in legal, is planning to release a request for proposal (RFP) for initiatives related to corporate governance within the next three months. The organization plans to focus on accountability, ethical decision-making and transparency to support these efforts.
Request for Proposal (RFP), Governance
Project
, according to an internal source in legal, is planning to leverage AI-driven billing support over the next three months.
Project
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Dempsey Lord Smith LLC is an independent wealth management and retirement planning firm. As a Registered Investment Advisor the company is dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service. The company's goal is to form a long-term partnership with you, al... Read More
