A Financial Consultant with Moran Wealth Management®, Devon brings over a decade of industry experience. He holds a degree from Florida Gulf Coast University and earned his CFP® designation in 2019. Devon is also a certified notary public.
At Moran Wealth, Devon is dedicated to thoroughly understanding the specific financial goals and aspirations of each client. He is skilled in designing custom and strategic financial plans that are both adaptable and meticulously crafted. His approach, which combines deep industry knowledge with white-glove service, is highly valued by clients seeking tailored solutions. Prior to joining Moran, Devon had an extensive 12-year career with Financial Wings, Inc. where he specialized in client onboarding and management. His career progression from Office Manager to Vice President within the company demonstrates his dedication and leadership, qualities he still applies in his current position at Moran.
A longtime resident of Naples, Devon enjoys life in Southwest Florida with his wife, who owns a small local business, and their two children. In his free time, he indulges in riding his One-wheel and appreciates the beautiful sunsets Naples has to offer, often along Central Avenue.
