Devon Mcardle

Devon Mcardle Email and Phone Number

Managing Director and Financial Advisor @ McDonald Partners
Ann Arbor, MI, US
Devon Mcardle's Location
Ann Arbor, Michigan, United States, United States
Devon Mcardle's Contact Details

Devon Mcardle personal email

About Devon Mcardle

Financial advisor who provides comprehensive and customized investment management solutions. This entails the coordination of financial planning, retirement services, insurance strategies, education planning, investment strategies and trust/estate planning.Specialties: Devon has earned the Series 7, 31 and 66 Licenses and is also a licensed insurance agent in the areas of life and health.

Devon Mcardle's Current Company Details
McDonald Partners

Mcdonald Partners

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Managing Director and Financial Advisor
Ann Arbor, MI, US
Employees:
24
Devon Mcardle Work Experience Details
  • Mcdonald Partners
    Managing Director And Financial Advisor
    Mcdonald Partners
    Ann Arbor, Mi, Us
  • Mcdonald Partners
    Managing Director / Financial Advisor
    Mcdonald Partners Jan 2008 - Present
    Cleveland, Oh, Us
  • Fifth Third Bank
    Private Banker / Investment Executive
    Fifth Third Bank Oct 2005 - Jan 2008
    Cincinnati, Ohio, Us
  • Mcdonald Financial Group
    Private Banker
    Mcdonald Financial Group 2003 - 2005
    Cleveland, Oh, Us
  • Credit Suisse
    Vice President
    Credit Suisse Mar 1993 - Dec 2001
    Zurich, Ch
    Equity Capital Markets / Equity Syndicate - focused on the global marketing, pricing, allocation and stabilization of IPOs and secondary share offerings for a global client base.

Devon Mcardle Skills

Investments Finance Wealth Management Series 7 Asset Allocation Equities Investment Strategies Asset Management Retirement Alternative Investments Retirement Planning Financial Planning Investment Advisory Capital Markets Strategic Planning Insurance Risk Management Estate Planning Strategic Financial Planning Series 66 Trust Services Trading Finra Wealth Management Services High Net Worth Individuals Education Planning Retirement Services Equity Capital Markets Portfolio Management Business Owners Financial Analysis Microsoft Excel Customer Service Microsoft Powerpoint Microsoft Word Public Speaking Investment Banking International Development

Devon Mcardle Education Details

  • Skidmore College
    Skidmore College
    French & Government
  • Notre Dame Academy
    Notre Dame Academy

Frequently Asked Questions about Devon Mcardle

What company does Devon Mcardle work for?

Devon Mcardle works for Mcdonald Partners

What is Devon Mcardle's role at the current company?

Devon Mcardle's current role is Managing Director and Financial Advisor.

What is Devon Mcardle's email address?

Devon Mcardle's email address is de****@****ail.com

What schools did Devon Mcardle attend?

Devon Mcardle attended Skidmore College, Notre Dame Academy.

What skills is Devon Mcardle known for?

Devon Mcardle has skills like Investments, Finance, Wealth Management, Series 7, Asset Allocation, Equities, Investment Strategies, Asset Management, Retirement, Alternative Investments, Retirement Planning, Financial Planning.

Who are Devon Mcardle's colleagues?

Devon Mcardle's colleagues are Jared Goodman, Mike Powers, Yasmeen Shousher, Andrew Stover, Beatty Mcdonald, Casey Bunker, Bill Fazekas, Cfp®, Cpfa®, Aif®.

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