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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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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
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • PR
  • SC
  • TX
  • UT
  • VA
  • WI


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

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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.

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