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Global Portfolio Strategy | January 2026
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affinityTeamMemberInfos.forEach( function( memberInfo ) { const memberLink = memberInfo.querySelector('h4 a')?.getAttribute('href'); if( !memberLink ) return; const memberLinkBtn = document.createElement('a'); memberLinkBtn.classList.add('bio-link'); memberLinkBtn.setAttribute('href', memberLink); memberLinkBtn.insertAdjacentHTML('afterbegin', `<svg xmlns="http://www.w3.org/2000/svg" width="17" height="16" viewBox="0 0 17 16"><path d="M16.7071 8.70711C17.0976 8.31658 17.0976 7.68342 16.7071 7.29289L10.3431 0.928933C9.95262 0.538409 9.31946 0.538409 8.92893 0.928933C8.53841 1.31946 8.53841 1.95262 8.92893 2.34315L14.5858 8L8.92893 13.6569C8.53841 14.0474 8.53841 14.6805 8.92893 15.0711C9.31946 15.4616 9.95262 15.4616 10.3431 15.0711L16.7071 8.70711ZM-8.74228e-08 9L16 9L16 7L8.74228e-08 7L-8.74228e-08 9Z" /></svg>`); memberInfo.appendChild( memberLinkBtn ); }); })(); //Second Phone number in top bar// const topbarPhoneNumber = document.querySelector('a.c-topbar-phone--link'); const secondPhoneNumber = topbarPhoneNumber.cloneNode(true); secondPhoneNumber.classList.add('second-phone', 'second-phone-number'); topbarPhoneNumber.parentNode.insertBefore(secondPhoneNumber, topbarPhoneNumber.nextSibling); $('.c-topbar .second-phone').replaceWith('<a class="c-topbar-phone--link second-phone" href="tel:7345228800"><i class="fa fa-phone c-topbar-phone-icn c-phone--icn secondPhoneIcon" /></a>'); $('<a href="http://tel:7345228800" target="_blank" class="c-topbar-phone--link second-phone-number">734-522-8800</a>').insertAfter('.c-topbar .secondPhoneIcon'); </script><!--tax support and filing--><script> document.addEventListener('DOMContentLoaded', function () { var page = document.querySelector('.page-tax-support-and-filing'); if (!page) return; var section = page.querySelector('#section_0'); if (!section) return; var heading = section.querySelector('h1'); if (!heading) return; if (section.querySelector('.payment-portal-wrap')) return; var wrap = document.createElement('div'); wrap.className = 'payment-portal-wrap'; // Button 1: Payment Portal var paymentLink = document.createElement('a'); paymentLink.href = 'https://secure.cpacharge.com/pages/desantiscpas/payments'; paymentLink.className = 'payment-portal-btn'; paymentLink.target = '_blank'; paymentLink.rel = 'noopener'; paymentLink.innerHTML = 'Payment Portal'; // Button 2: Secure File Login var fileLink = document.createElement('a'); fileLink.href = 'https://desantiscpas.securefilepro.com/connect/#/login'; fileLink.className = 'payment-portal-btn secondary'; fileLink.target = '_blank'; fileLink.rel = 'noopener'; fileLink.innerHTML = 'SecureFilePro'; wrap.appendChild(paymentLink); wrap.appendChild(fileLink); heading.parentNode.insertBefore(wrap, heading.nextSibling); }); </script><script> document.addEventListener('DOMContentLoaded', function () { var page = document.querySelector('.page-planning-and-investments'); if (!page) return; var section = page.querySelector('#section_0'); if (!section) return; var heading = section.querySelector('h1'); if (!heading) return; if (section.querySelector('.guided-wealth-wrap')) return; var wrap = document.createElement('div'); wrap.className = 'guided-wealth-wrap'; // Button 1: Guided Wealth Portfolio var wealthLink = document.createElement('a'); wealthLink.href = 'https://getstarted.lpl.com/prospectview/home/DeSantisWealthManagement'; wealthLink.className = 'guided-wealth-btn'; wealthLink.target = '_blank'; wealthLink.rel = 'noopener'; wealthLink.innerHTML = 'Guided Wealth Portfolio'; // Button 2: Account View Login var accountLink = document.createElement('a'); accountLink.href = 'https://accountview.lpl.com/web/login'; accountLink.className = 'guided-wealth-btn secondary'; accountLink.target = '_blank'; accountLink.rel = 'noopener'; accountLink.innerHTML = 'LPL Account View'; wrap.appendChild(wealthLink); wrap.appendChild(accountLink); heading.parentNode.insertBefore(wrap, heading.nextSibling); }); </script><script> jQuery(function ($) { const faxMarkup = ` <p class="moonlight-phone"> Fax: <a href="http://tel:7344527991" target="_blank">734-452-7991</a></p> `; $('.customFooterContactLinks .moonlight-phone') .filter(function () { return $(this).text().trim().startsWith('Mobile'); 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if ($phoneLink.length) { $phoneLink // .text('734-522-8800 ext. 303') // .attr('href', 'tel:7345228800,303'); } const $emailLink = $info.find('a[href^="mailto:"]'); if ($emailLink.length) { $emailLink .text('phil.desantis@lpl.com') .attr('href', 'mailto:phil.desantis@lpl.com'); } }); }); </script><script> jQuery(function ($) { $('.c-team-member__info').each(function () { const $info = $(this); if (!$info.find('a[href*="lorie-reed-1"]').length) return; const $phoneLink = $info.find('a[href^="tel:"]'); if ($phoneLink.length) { // $phoneLink // .text('734-522-8800 ext. 301') // .attr('href', 'tel:7345228800,301'); } const $emailLink = $info.find('a[href^="mailto:"]'); if ($emailLink.length) { $emailLink .text('lorie@desantispllc.com') .attr('href', 'mailto:lorie@desantispllc.com'); } }); }); </script><script> jQuery(function ($) { $('.c-team-member__info').each(function () { const $info = $(this); // $info.children('p').filter(function () { // const text = $.trim($(this).text()); // return text === 'Financial Consultant' ; 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const $offices = $('.contact-block__info'); $offices.each(function() { $(this).wrap('<div class="office-group" />'); }); // const $livonia = $('.contact-block__info').first(); // $livonia.wrap('<div class="office-group" />'); // $('.office-group').append(newAddress); }); </script><script> jQuery(function ($) { $('.office-group .contact-block__info') .first() .find('h2') .text('For Planning and Investments'); $('.office-group .contact-block__info') .eq(1) .find('h2') .text('For Tax Support and Filing'); }); </script><!--<script>--><!--jQuery(function ($) {--><!-- const taxSupportSection = `--><!-- <section class="tax-support-section">--><!-- <h4>For Tax Support and Filing</h4>--><!-- <p class="office-phone">--><!-- <strong>Office: </strong>--><!-- <a href="http://tel:7345228800" target="_blank">734-522-8800</a>--><!-- </p>--><!-- <p class="office-fax">--><!-- <strong>Fax: </strong>--><!-- <a href="http://tel:7345229900" target="_blank">734-522-9900</a>--><!-- </p>--><!-- </section>--><!-- `;--><!-- $('.boker-check-disclaimer').before(taxSupportSection);--><!--});--><!--</script>--><script> jQuery(function ($) { $('a[href^="http://tel:"], a[href^="https://tel:"]').each(function () { const $link = $(this); 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$('.customFooterAddress h4').text('For CPA Services'); $('.customFooterAddress').append(`<p class="office-phone"><strong>Office: </strong><a href="http://tel:7345228800" target="_blank">734-522-8800</a></p><p class="office-fax"><strong>Fax: </strong><a href="http://tel:7345229900" target="_blank">734-522-9900</a></p>`); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f4b458cdcfe5e37',t:'MTc3NzYwMTY1NQ=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
