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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President
Financial Advisor
Devin focuses on building comprehensive financial plans and investment strategies for high net worth individuals, families and small business owners. Devin has a very detail-oriented approach which begins with a deep discussion about each client's concerns, goals, aspirations and dreams for not only their lives but how they wish to impact the lives of their loved ones as well. From there Devin utilizes sophisticated analytics to assess each client's current situation and will partner with them to develop a plan tailored to their specific situation. That is just the beginning as Devin's true passions lie in fostering deep, long lasting relationships with each and every client and their families. As their lives change, their plan should change along with it and Devin is there every step of the way.
Prior to joining UBS Devin spent 11 years at Fidelity Investments where he worked directly with high net worth families helping them plan for retirement, develop suitable investment strategies and provide guidance on all aspects of their personal financial plans. Devin is a graduate of Merrimack College with a bachelor's degree in Business Administration and a Finance Concentration. Devin is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds his Series 7, 63 and 66 licenses.
Devin lives in Hopkinton with his wife Megan and their three young children Reagan, Tatum and Nolan. He enjoys skiing in the winter, vacationing on Cape Cod in the summer, participating in local road races and triathlons and spending time with his family. Devin is an active member of the local community and serves on the Hopkinton Capital Improvements Committee.
Education
Credentials
First Vice President
Financial Advisor
Devin focuses on building comprehensive financial plans and investment strategies for high net worth individuals, families and small business owners. Devin has a very detail-oriented approach which begins with a deep discussion about each client's concerns, goals, aspirations and dreams for not only their lives but how they wish to impact the lives of their loved ones as well. From there Devin utilizes sophisticated analytics to assess each client's current situation and will partner with them to develop a plan tailored to their specific situation. That is just the beginning as Devin's true passions lie in fostering deep, long lasting relationships with each and every client and their families. As their lives change, their plan should change along with it and Devin is there every step of the way.
Prior to joining UBS Devin spent 11 years at Fidelity Investments where he worked directly with high net worth families helping them plan for retirement, develop suitable investment strategies and provide guidance on all aspects of their personal financial plans. Devin is a graduate of Merrimack College with a bachelor's degree in Business Administration and a Finance Concentration. Devin is a CERTIFIED FINANCIAL PLANNER™ Practitioner and holds his Series 7, 63 and 66 licenses.
Devin lives in Hopkinton with his wife Megan and their three young children Reagan, Tatum and Nolan. He enjoys skiing in the winter, vacationing on Cape Cod in the summer, participating in local road races and triathlons and spending time with his family. Devin is an active member of the local community and serves on the Hopkinton Capital Improvements Committee.
Education
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
