Neil DevoeVice President, Wealth Advisor, West Loop - Ross & Blumenthal
As a Wealth Advisor with Goldman Sachs Personal Financial Management, Neil Devoe, West Loop - Ross & Blumenthal, is responsible for investment strategy creation and investment asset management for a wide variety of clients. He focuses on managing client portfolios and delivering proactive, comprehensive client service. One of Neil’s primary focuses is the development long term strategies, allowing his clients to work toward their long term financial goals. Whether through retirement planning, insurance strategies, or estate planning, Neil has experience helping his clients attain both financial and life goals.
Neil has been in the financial planning industry for over 14 years, having started his career as a financial advisor in Rhode Island. Since then, Neil has worked in both operational and strategic planning roles with multiple financial advisory firms, first in San Diego and then in Dallas. Neil graduated with a Bachelor of Arts degree in political science from the University of Rhode Island.
In his spare time, Neil loves to read, play golf, and spend time outdoors here in Texas. He is also a very avid sports fan, especially of his beloved New England teams. During the summers Neil loves to return home to his native Rhode Island to spend time with friends and family.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.