Devonte Ivory

Senior Investment Advisor

Devonte L. Ivory is a results-driven Wealth Advisor and Client Strategist with over a decade of experience in wealth management and financial planning. They have held positions at prestigious firms such as MassMutual Carolinas, PNC, Edward Jones, Western & Southern Financial Group, and Allstate, focusing on investment management, income protection, and comprehensive financial strategies. Currently, Devonte is a Senior Investment Advisor at LPL Financial, where they continue to build and implement holistic financial plans for clients. Devonte holds the CRPC® designation, underscoring their expertise in retirement planning and client relationship management.

Location

Charlotte, United States

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