As a Senior Planning Analyst, Devon is responsible for preparing account reviews and other reports for client review meetings. He works closely with the Directors of Planning and Client Services.
Prior to joining Maller Wealth Advisors, Devon worked for a Management Consulting firm in Columbia, Maryland, where he served as a Financial Specialist assisting a Group Controller.
Education and Certifications
Bachelor’s degree in Finance with a Minor in Economics from the University of Delaware
Series 7 and 66 securities registered
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council