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

  • Treasurer – Space Coast Porsche Club of America

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