4350 Congress Street #300
Charlotte, NC 28209
A financial plan may help you: Minimize taxes, Save for retirement, Decide how to invest, Identify insurance needs, Design strategies to help you achieve your financial goals. You may know where you want to end up, but with so many choices, how do you know if you've taken the right road?
Let's have a conversation!
I'm an ex-collegiate athlete from Cleveland, OH and moved to Charlotte, NC in my early twenties for a better economic opportunity. Shortly after moving here, I had a near death experience and had to overcome a mountain of medical bills, school debt and low credit scores. As a full-time student, I also worked a full-time job to pay down debt and build my credit. I earned my degree in Finance from UNCC and landed a job as a business banker.
Working with entrepreneurs as my clients, I understand the challenges of cashflow management, time management and business growth. After helping a lot of local small business owners with their financial strategies, I decided to go into business for myself and become a holistic financial advisor.
I’ve been working in this industry for over 7 years, currently with MassMutual Carolinas.
This industry can be super transactional and impersonal. So, I work with you to build a comprehensive financial plan and educate you on strategies to protect your family, your lifestyle and your retirement dreams.
I specialize in working with Real Estate investors, entrepreneurs and professionals.
University of North Carolina at Charlotte
Affiliations & Memberships
Member of Belk College of Business Alumni Council
- Insurance Strategies
- Business Owners
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Investment Strategies
- Retirement Strategies
- Financial Education
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Devonte’s Licenses and Disclosures