Evp And Senior Wealth Advisor
O'Rourke & Company Inc.
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Devin O'Rourke, Cfp® Email & Phone Number
EVP and Senior Wealth Advisor
at
O'Rourke & Company Inc.
1 work email found
@wbmason.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
O'Rourke & Company Inc.
Role
EVP and Senior Wealth Advisor
Location
Boston, Massachusetts, United States
Who is Devin O'Rourke, Cfp®? Overview
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Quick answer
Devin O'Rourke, Cfp® is listed as EVP and Senior Wealth Advisor at O'Rourke & Company Inc., based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wbmason.com and a matched LinkedIn profile for Devin O'Rourke, Cfp®.
Devin O'Rourke, Cfp® previously worked as Senior Wealth Advisor at O'Rourke & Company Inc. and Senior Internal Wholesaler at Putnam Investments. Devin O'Rourke, Cfp® holds Bs, Finance from Fairfield University.
Company email context
Email format at O'Rourke & Company Inc.
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*@wbmason.com
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AeroLeads found 1 current-domain work email signal for Devin O'Rourke, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Devin O'Rourke, Cfp®
Devin O'Rourke, Cfp® is a EVP and Senior Wealth Advisor at O'Rourke & Company Inc.. They possess expertise in product marketing, series 63, marketing, new business development, sales presentations and 4 more skills.
Listed skills include Product Marketing, Series 63, Marketing, New Business Development, and 5 others.
Current workplace
Devin O'Rourke, Cfp®'s current company
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O'Rourke & Company Inc.
4 roles
Devin O'Rourke, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Current
O'Rourke & Company Inc.
84 State Street, Unit 840Boston, MA 02129Office: (617) 482-4200 Advisory services offered through O’Rourke & Company, Incorporated.Registered Representative of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
May 2017 - Present
Senior Internal Wholesaler
Working in partnership with an external wholesaler, I am responsible for working with financial advisor clients at wire-house firms, independent broker dealers, and banking institutions in the states of Pennsylvania and New Jersey. My goal is to build consultative partnerships with financial advisors and their teams by providing detailed insight into financial industry trends, capital markets views, and Putnam's investment strategies.The views and opinions expressed are my own, are subject to change with market conditions, and are not meant as investment advice. I am affiliated with Putnam Retail Management.
Aug 2014 - Apr 2017
Dealer Marketing Service Representative
Provide support to external and internal wholesalers and maintain relationships with broker dealers and investment firms.
Feb 2014 - Jul 2014
3 education records
Devin O'Rourke, Cfp® education
Bs, Finance
Financial Planning Certificate Program
Education record
FAQ
Frequently asked questions about Devin O'Rourke, Cfp®
Quick answers generated from the profile data available on this page.
What company does Devin O'Rourke, Cfp® work for?
Devin O'Rourke, Cfp® works for O'Rourke & Company Inc..
What is Devin O'Rourke, Cfp®'s role at O'Rourke & Company Inc.?
Devin O'Rourke, Cfp® is listed as EVP and Senior Wealth Advisor at O'Rourke & Company Inc..
What is Devin O'Rourke, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wbmason.com for Devin O'Rourke, Cfp® at O'Rourke & Company Inc..
Where is Devin O'Rourke, Cfp® based?
Devin O'Rourke, Cfp® is based in Boston, Massachusetts, United States while working with O'Rourke & Company Inc..
What companies has Devin O'Rourke, Cfp® worked for?
Devin O'Rourke, Cfp® has worked for O'Rourke & Company Inc. and Putnam Investments.
How can I contact Devin O'Rourke, Cfp®?
You can use AeroLeads to view verified contact signals for Devin O'Rourke, Cfp® at O'Rourke & Company Inc., including work email, phone, and LinkedIn data when available.
What schools did Devin O'Rourke, Cfp® attend?
Devin O'Rourke, Cfp® holds Bs, Finance from Fairfield University.
What skills is Devin O'Rourke, Cfp® known for?
Devin O'Rourke, Cfp® is listed with skills including Product Marketing, Series 63, Marketing, New Business Development, Sales Presentations, Series 6, Account Management, and Sales.
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