There's Only One FirstWave®

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

The Many Ways Our Grandparents Give.

By Laura Chiesman

As life expectancies continue to increase so does the number of lucky kids who have multiple grandparents in their lives. Grandparents (and great-grandparents) are key sources of assistance to families and their influence is well documented.

Read More...

4 Conditions that Impact your Money 

By FirstWave Financial®

When are you going to stop worrying so much about your money? When you finish paying for the kids’ college educations? When you pay off your mortgage? When you have saved one million dollars? When? While each of these are great achievements, unfortunately accomplishing them can have you worrying even more about your money.

Read More...

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