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Financial Services Representative, Principal Securities Financial Advisor

Financial Services Representative, Principal Securities Financial Advisor

Location

605 Chestnut Street, Suite 300 Chattanooga TN United States 37450


Parking : Private Lot


About Business

Devin's focus is in developing multi-generational wealth planning strategies for families and closely held businesses. He works extensively with each client, over the course of years and decades, to help implement uniquely tailored planning that is designed to efficiently preserve, build, and transfer their assets. Each strategy is customized to be a mechanism for his clients to help pursue building a strong legacy throughout their life and for future generations. While each client has individualized needs and circumstances, some of the common investment, asset preservation, wealth preservation and risk management services that Devin offers include:

* Buy-Sell Agreements review
* Disability Income Insurance
* Key Person Insurance
* Long Term Care Insurance
* Term & Whole Life Insurance
* Retirement portfolio management
strategies
* Options strategies
* Stocks, Bonds and Mutual Funds
* Investment portfolio management and
review
* Tax Liability strategies
* Charitable/endowment planning
* Education planning
* Cash/working capital management
strategies
* Liability review and management strategies

A lifetime resident of the Chattanooga area, Devin is a graduate of The Baylor School and the University of Tennessee-Chattanooga, where he earned his business degrees. Devin currently resides in the city with his wife, Kelli, and son, Murphy. In his free time, Devin and Kelli team up to build towers of blocks for Murphy to crash through and has been known to turn into a “Tickle Monster” at night. Other favorite pastimes include taking pictures, running, fishing, hunting, and the Tennessee Vols.

Financial Services Representative, Principal Securities Financial Advisor,: Securities and advisory products and services offered through Principal Securities, Inc., Member SIPC (www.sipc.org), 800-247-1737, a member of the Principal Financial Group ®. 160408038r


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