ASSOCIATE SPOTLIGHT Dennis Devane, MBA First Vice President - Investment Officer Address: 450 Post Road East , Westport , CT 06880 Phone: 203-221-5557 | 800-327-8557 Fax: 203-221-1625 Email: dennis.devane@wellsfargoadvisors.com https://home.wellsfargoadvisors.com/dennis.devane For over 22 years, I have managed multigenerational wealth for private clients from the early stages of wealth accumulation through retirement and advised on the transfer of wealth to the next generation. I work closely with entrepreneurs, institutions, and high net worth individuals to provide integrated financial strategies to help them achieve their long term goals. My core capabilities include: - 401k rollovers* and IRA consolidations which includes retirement income and expense planning - The formation of risk based goal asset allocation strategies utilizing a variety of investment strategies - Family owned business planning which includes comprehensive retirement planning strategies, deferred compensation, and succession planning - Multi-generational estate analysis encompassing trust formation, annuity and insurance implementation strategies through Wells Fargo affiliates.. I earned my BBA in Accounting and an MBA in Finance from Adelphi University in Garden City, New York and hold the Series 3,7,63, and 65 FINRA registrations. I also maintain the Annuity, Life, and Health Insurance licenses. Prior to my wealth management career- I was a Certified Public Accountant (not currently practicing) and applied my background to various management, audit, accounting, financial analysis and consulting positions with such firms as Goldman Sachs and PriceWaterhouse Coopers. My Associate(s): Alex Zuniga, Senior Client Associate My Experience 2008 - Present : Wells Fargo Advisors, First Vice President- Investment Officer, PIM Portfolio Manager 1996 - 2008 : UBS, Vice President- Investments 1990 - 1996 : Smith Barney and related merger affiliates, Financial Advisor My Areas of Focus Portfolio Construction/Advisory Based Educational Funding & 529 Plans Wealth Transfer/Estate Planning Strategies Insurance Solutions IRA Distribution Strategies Securities Registered in the following states: AZ, CA, CT, FL, GA, IL, IN, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OR, RI, SC, VA Insurance licensed in the following states: CT, FL, GA, NJ, NM, NY © 2009-2017 Wells Fargo Clearing Services, LLC. All rights reserved. P Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency Are Not deposits of or guaranteed by a Bank May Lose Value Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites. *Please keep in mind that rolling over your qualified employersponsored plan (QRP) to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investing options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with QRP. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets. 26 HBRA of Fairfield County | SUMMER 2017
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