Your financial life

Advice that looks beyond your portfolio

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.

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Devin M. Callinan, CFP®

First Vice President

Financial Advisor

Devin is a member of The William Street Wealth Management Group.  He 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 work 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 in 2018, 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 bachelor's degree in Business Administration and a Finance Concentration.  Devin is a CERTIFIED FINANCIAL PLANNER™ professional 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 playing golf, skiing, participating in local road races and triathlons and spending time with his family.  Devin is an active member of the local community as he coaches his children's sports teams and serves on the Hopkinton Capital Improvements Committee.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • Bachelor's Degree in Business Administration and a Finance Concentration, Merrimack College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8936

Email Me

A focus on personalized access and service

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.

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UBS Wealth Way

UBS Wealth Way

Multigenerational families

Multigenerational families

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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UBS is a world-leading wealth manager

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