Prior to joining Moran Wealth, Devon had an extensive 12-year career with Financial Wings, Inc., where he focused on client onboarding and relationship management. His career progression from Office Manager to Vice President demonstrated both his dedication and leadership, attributes he continues to apply in his current position.
Devon is a Financial Consultant with the firm, dedicated to providing personalized, strategic financial plans that reflect each client’s unique goals and evolving priorities. His approach, combining deep industry knowledge with white-glove service, resonates with clients seeking thoughtful, long-term guidance. Devon also leads the firm’s concierge financial services offering, leveraging over 15 years of experience managing the financial affairs of high-net-worth individuals and families—an area he’s eager to expand to meet the evolving needs of clients.
A graduate of Florida Gulf Coast University, Devon earned his CFP® designation in 2019 and is also a certified notary public. A long-time resident of Naples, Devon enjoys spending time with his wife, who owns a local business, and their two children. Outside the office, he enjoys riding his One-wheel and taking in the scenic sunsets along Central Avenue.
Prior to joining Moran Wealth, Devon had an extensive 12-year career with Financial Wings, Inc., where he focused on client onboarding and relationship management. His career progression from Office Manager to Vice President demonstrated both his dedication and leadership, attributes he continues to apply in his current position.
Devon is a Financial Consultant with the firm, dedicated to providing personalized, strategic financial plans that reflect each client’s unique goals and evolving priorities. His approach, combining deep industry knowledge with white-glove service, resonates with clients seeking thoughtful, long-term guidance. Devon also leads the firm’s concierge financial services offering, leveraging over 15 years of experience managing the financial affairs of high-net-worth individuals and families—an area he’s eager to expand to meet the evolving needs of clients.
A graduate of Florida Gulf Coast University, Devon earned his CFP® designation in 2019 and is also a certified notary public. A long-time resident of Naples, Devon enjoys spending time with his wife, who owns a local business, and their two children. Outside the office, he enjoys riding his One-wheel and taking in the scenic sunsets along Central Avenue.