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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
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.
Education
Credentials
Senior Vice President–Wealth Management
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.
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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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