Devon Gluck, Cfp®, Cima®
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Devon Gluck, Cfp®, Cima® Email & Phone Number

Partner, Financial Planner at Maller Wealth Advisors, Inc. at Maller Wealth Advisors, Inc.
Location: Baltimore, Maryland, United States 7 work roles 1 school
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Role
Partner, Financial Planner at Maller Wealth Advisors, Inc.
Location
Baltimore, Maryland, United States
Company size

Who is Devon Gluck, Cfp®, Cima®? Overview

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Quick answer

Devon Gluck, Cfp®, Cima® is listed as Partner, Financial Planner at Maller Wealth Advisors, Inc. at Maller Wealth Advisors, Inc., a with 20 employees, based in Baltimore, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Devon Gluck, Cfp®, Cima®.

Devon Gluck, Cfp®, Cima® previously worked as Partner, Financial Planner at Maller Wealth Advisors, Inc. and Director, Planning and Client Services at Maller Wealth Advisors, Inc.. Devon Gluck, Cfp®, Cima® holds Bs, Finance & Economics from University Of Delaware.

Company email context

Email format at Maller Wealth Advisors, Inc.

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Maller Wealth Advisors, Inc.

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Profile bio

About Devon Gluck, Cfp®, Cima®

Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.

Current workplace

Devon Gluck, Cfp®, Cima®'s current company

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Maller Wealth Advisors, Inc.
Maller Wealth Advisors, Inc.
Partner, Financial Planner at Maller Wealth Advisors, Inc.
hunt valley, maryland, united states
Employees
20
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7 roles

Devon Gluck, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Partner, Financial Planner

Current

Hunt Valley, Maryland, United States

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Jan 2023 - Present

Operations Analyst Intern

New Castle

• Led a team of three colleagues through a process improvement project that dealt with consolidating 30 complex customer service reports into a single Access database. • Created various weekly analyses for senior management using historical data that helped to improve business processes by minimizing personnel costs based on seasonal head counts. • Initiated one-on-one meetings with executives to gain perspective and experience on managing business relationships with external partners and clients, as well as key insights in the banking and business industry.• Conducted multiple projects delegated by Senior Management in the areas of revenue generating, and cost cutting, and performed analyses that showed effects of growing profits attributed to lower costs within Citigroup.

Jun 2012 - Aug 2012

Internship

Cape Union Mart

Cape Town Area, South Africa

• Partnered with the buyer of the outdoor retail department in the planning, budgeting, and international sourcing of their garments.• Performed internal audit at three retail stores to assess whether they were operating up to company standards.• Assisted in creating cash flow statements for executive management regarding sales figures from the company’s stores throughout South Africa. • Executed over 100 orders for the purchase of inventory from international suppliers using a complex ordering system.• Gained significant exposure to all areas within the company such as marketing, finance, technology, outdoor retail, and shipping.

Jun 2011 - Jul 2011
Team & coworkers

Colleagues at Maller Wealth Advisors, Inc.

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1 education record

Devon Gluck, Cfp®, Cima® education

FAQ

Frequently asked questions about Devon Gluck, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Devon Gluck, Cfp®, Cima® work for?

Devon Gluck, Cfp®, Cima® works for Maller Wealth Advisors, Inc..

What is Devon Gluck, Cfp®, Cima®'s role at Maller Wealth Advisors, Inc.?

Devon Gluck, Cfp®, Cima® is listed as Partner, Financial Planner at Maller Wealth Advisors, Inc. at Maller Wealth Advisors, Inc..

Where is Devon Gluck, Cfp®, Cima® based?

Devon Gluck, Cfp®, Cima® is based in Baltimore, Maryland, United States while working with Maller Wealth Advisors, Inc..

What companies has Devon Gluck, Cfp®, Cima® worked for?

Devon Gluck, Cfp®, Cima® has worked for Maller Wealth Advisors, Inc., Gp Strategies Corporation, Citi, and Cape Union Mart.

Who are Devon Gluck, Cfp®, Cima®'s colleagues at Maller Wealth Advisors, Inc.?

Devon Gluck, Cfp®, Cima®'s colleagues at Maller Wealth Advisors, Inc. include Luke Charlton, Eric Mcintyre, Cfp®, Imad Albadah, Braden Kern, and Peter Maller Mba, Cfp®, Aep®.

How can I contact Devon Gluck, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Devon Gluck, Cfp®, Cima® at Maller Wealth Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Devon Gluck, Cfp®, Cima® attend?

Devon Gluck, Cfp®, Cima® holds Bs, Finance & Economics from University Of Delaware.

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