Robert Devries

MBA, AWMA®, CRPS®

WealthCoach™ & Retirement Plan Specialist

CREDENTIALS

  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist

CAREER HIGHLIGHTS

FirstWave Financial®

  • Conducts client meetings to assist our clients in bringing simplification and clarity to their financial lives.

Crump Insurance Services

  • Marketing Manager responsible for development of nationwide retail agent network

CPA Wealth Management

  • Portfolio Manager responsible for investment analysis and alignment of client portfolios according to their investment objective.

ING Furman Selz

  • Automotive Research Associate supporting industry leading Research Analyst covering major automakers, Tier 1 suppliers and dealership groups.

EDUCATION

  • New York University, Stern School of Business, NY, NY: MBA, Finance
  • University of Michigan, Ann Arbor, MI: BA

CIVIC

  • Children’s Home Society – Board Member, Past Board Chair
  • Space Coast Porsche Club of America – Treasurer

Interested in a

Complimentary Consultation?

Recent Posts

No Regrets

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

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