Experience

That inspires confidence

Our professional experience provides the perspective to help you confidently prepare for opportunities and address your financial challenges. From potential growth and wealth preservation strategies to estate and legacy planning, we offer a consultative process that can help you addresses all aspects of your planning needs.

Through careful analysis and tailored guidance, we are dedicated to providing tactical solutions as you face life's important transitions and financial decisions. We believe that a full suite of services not only tackles the complex issues you face today but also helps you plan for the future you envision.

Jeff Dever

Senior Vice President–Wealth Management

For more than 30 years, Jeff has been earning the trust of his clients with a holistic approach and corporate finance discipline.  As the team's lead advisor, he serves select entrepreneurs, corporate executives and successful families that need comprehensive cash-flow planning, asset management and liquidity solutions. His financial career, which spans several recessions and multiple market corrections, began in global corporate finance and treasury with Schlumberger, Siemens, and Royal Caribbean.  Later, he founded and successfully sold two leading technology firms before building a private banking & wealth management practice at Sanford C. Bernstein & Co. and Credit Suisse respectively.  He has broad experience in investment research and portfolio management as well as tailored lending, concentrated stock strategies, pre-IPO planning, and multi-generational wealth transfer strategies.

The credentials that help build confidence

  • Portfolio Management Program – UBS
  • Wealth Advisor - UBS
  • MBA degree with honors from Nova Southeastern University
  • BBA degree in international finance from University of Miami
  • FINRA Series 7, 31, and 66 securities licenses
  • Florida Life & Annuity license

Registered States:
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MD
  • MI
  • NC
  • NV
  • NY
  • PA
  • PR
  • TN
  • TX
  • VA

Education

  • Nova Southeastern University, MBA degree with honors
  • University of Miami, BBA degree in International Finance

Credentials

  • Portfolio Manager
  • Wealth Advisor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Exit planning
Custom portfolios
Lending services
Entrepreneurs
Corporate executives
Estate planning strategies
Equity plans
Executive compensation
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me

Matthew Howland

Senior Client Associate

Matthew has more than 20 years of experience assisting corporate executives, business owners and private families in the financial services industry.

Matthew oversees client service for The Dever Group with a primary focus on the operational and administrative functions. He is responsible for asset transfer, account opening and maintenance, banking and lending services and restricted stock settlement.

The credentials that help build confidence

  • FINRA series 6 and 63 licenses
  • Florida Life & Annuity license

525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me