Vice President, M&A
Devin’s broad-based wealth management experience gives him a deep understanding of current changes sweeping through the financial services industry and the unique challenges those independent advisors are experiencing. Drawing upon a background in multiple client-facing roles, Devin uses his insights to help firm owners thoroughly evaluate the selling decision and guide them through the M&A process.
Devin joined Mercer Advisors in 2018 as a Regional Vice President in Florida. While there, he transformed the market and achieved record-setting organic growth during 2020. Previously, Devin held roles in relationship management with high-net-worth individuals, in portfolio management for one of the largest retail firms in the country, and in business development for a private credit firm.
Devin graduated from Penn State University with a bachelor’s degree in Finance, and he is currently an MBA candidate in the Fuqua School of Business at Duke University. His hobbies include weightlifting, boating, and paddleboarding. Devin also enjoys spending time with his fiancée and his two dogs.