Devon began his career as a financial advisor for UBS PaineWebber in 2001 and joined Merrill Lynch in 2014. He holds Series 7 and 66 FINRA registrations. His process is focused on providing goals-based wealth management to clients. He helps clients review and consider financial goals, develop appropriate asset allocation strategies, and identify and implement wealth management recommendations best suited to their needs. Devon’s goal is to be an essential resource to his clients.
Devon is a graduate of Miami University in Oxford, Ohio. He and his wife, Deena, have two young daughters, and reside in Bethlehem, Pennsylvania where they are active in their community.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Easton, PA | Feb 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Easton, PA | Feb 2020 - Current | 4 |
| Fulton Financial Advisors | Easton, PA | Feb 2020 - Current | 4 |
| Fulton Bank | Easton, NJ | Feb 2020 - Current | 4 |
| Fulton Bank | Easton, PA | Feb 2020 - Current | 4 |
| Citizens Securities, Inc. | Souderton, PA | Apr 2017 - Feb 2020 | 2 |
| Merrill Lynch Pierce Fenner & Smith | Allentown, PA | Dec 2014 - Apr 2017 | 2 |
| Blackrock Investments, LLC | Princeton, NJ | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- PA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity
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