Devonte Ivory


    Focus: Insurance Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Investment Strategies, Retirement Strategies, Financial Education

    Languages: English

    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.

    Disclosure:
    https://carolinas.massmutual.com/about-us/licenses
    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

     

    Education

    University of North Carolina at Charlotte

    Hobbies

    Family time
    sports
    leisure time

    Affiliations & Memberships

    Member of Belk College of Business Alumni Council

    See Devonte’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Devonte

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    MassMutual Carolinas

    Main Office

    4350 Congress Street #300
    Charlotte, NC 28209

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    CRN202207-267436