Focus: Insurance Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Investment Strategies, Retirement Strategies, Financial Education
Are you concerned with protecting your family’s well-being? Do you want avoid disappointing setbacks so you can retire on time and not have to worry about running out of money?
Let's have a conversation!
I'm a Cleveland, OH transplant and moved to Charlotte, NC for a better economic opportunity. I took the humbled road and worked full-time to pay for my degree in Finance. This taught me the value of every hard-earned dollar and amplified my drive and fortitude to succeed.
I've worked in the financial industry of over 7 years, starting in insurance and then transitioned to banking. I am now a financial advisor with MassMutual Carolinas. As a financial advisor, I help to create tailor-made financial strategies aimed at meeting your financial goals. When building these financial road-maps, I work with you to clarify your short and long-term goals which may include preparing for retirement/financial independence, preparing for college expenses, or exiting a business all while helping to ensure the appropriate steps have been taken to prepare for a financial crisis, if it occurs.
I enjoy helping people make wise financial decisions. I do this because it's fulling to help my community.
I believe everyone should have a plan, but few do.
Let’s determine how I can add value to your financial world.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Devonte Ivory is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600
University of North Carolina at Charlotte
Affiliations & Memberships
Member of Belk College of Business Alumni Council
Check the background of this investment professional on FINRA’s BrokerCheck
4350 Congress Street #300
Charlotte, NC 28209