Devone McLeod
Senior Vice President, Financial Advisor
CFP®
Office Information
Contact Devone
Team Office
Devone’s Locations
Danbury, CT 06810 (203) 790-4949
About Devone
Devone strives to help families achieve their retirement goals by creating custom strategies designed to avoid costly mistakes, fund lifestyle goals, and eliminate financial worries. His financial services experience dates to 2013, including progressively advanced roles at Key Bank as Management Associate, Relationship Manager, Wealth Associate and Assistant Vice President. Devone joined Reby Advisors in 2017 and now advises clients through all stages of their financial lives, from wealth accumulation to retirement income distribution and estate planning. He joined Wealth Enhancement Group in 2021 through the Reby Advisors acquisition. Devone was a Five Star Wealth Manager Award Recipient in 2023*. Outside of the office, he is an avid fan of both collegiate and professional basketball. Devone currently lives in New Jersey and is a proud husband and father.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 11/01/23 for the period of 2/13/23 - 8/31/23.
Education
- MS, Taxation, Villanova University, MBA, Saint Peter’s University
Additional licenses and designations
- California Insurance License # 4117064
Awards & Recognition
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
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