Our team’s goal is simple: to help clients make their wealth work more efficiently for them—be it refining their investment portfolios, passing along wealth in a tax-sensitive manner, optimizing their business cash management, financing, or any other financial matter. However, accomplishing this takes a specialized team dedicated to continual learning. In addition to the expertise within the Stoneman Dalton Group, the team members leverage the capabilities that come with Raymond James’ over $1.5 trillion in client balances as of 12/31/2024.
For his part, Didier combines quantitative rigor, with a broad understanding of financial planning, to help keep client portfolios aligned with goals and ahead of ever-changing market trends. To help in this pursuit, he holds the Chartered Retirement Planning CounselorTM designation, attended the University of Chicago’s Booth School of Business to complete the Certified Investment Management Analyst® program and earned his Certified Private Wealth Advisor® certification through Yale’s School of Management. These designations cover the spectrum of wealth management, from portfolio design and retirement planning to tax, estate and business structuring strategies. In addition, Didier has a degree in economics with high honors from the University of North Carolina at Chapel Hill.
In the pursuit of simplifying clients’ financial lives, Didier uses his extensive financial education to translate complex financial and portfolio planning into a succinct, easily understood strategy. He has found that most often the communication barrier between CPAs, attorneys, and advisors comes down to unnecessary jargon. To paraphrase Charles Mingus, making the simple complicated is commonplace. Making the complicated simple, that’s creativity.
Prior to the Stoneman Dalton Group joining Raymond James in 2021, Didier was an advisor at Merrill Lynch for over 10 years.
Didier is an Asheville native who enjoys staying active in his community through Asheville City Schools. He and his wife, Katie, have two children.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.