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Robert Devaney, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Robert is a Chartered Retirement Planning Counselor with over 20 years of experience in the financial services industry. Robert has completed several highly-specialized programs to increase his ability to bring the most current financial strategies to his client base. Additionally, he also has previous experience as a risk analyst for high-net worth clients. Robert earned his B.S. in Finance, and has completed the UBS Wealth Management education program. In addition, he has also completed in depth training to be named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager. By customizing investment plans for his clients, as well as utilizing a disciplined approach to managing risk, Robert is able to offer his clients a depth of resources to meet their financial goals. In his community, Robert is active in several organizations, including the Cranford Hockey Club, and Rahway River Trout Unlimited. In his free time, he enjoys playing hockey, golf, and fishing. Robert and wife Sandra, and their children reside in Cranford, NJ.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • UT
  • VA
  • WI

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Chartered Retirement Planning Counselor
  • Portfolio Manager
109 North Avenue
2nd Floor
Westfield, NJ 07090
  • (908) 789-6168

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