Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Email and Phone Number

President @ CAPTRUST Way
Santa Barbara, CA, US
Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's Location
Santa Barbara, California, United States, United States
Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's Contact Details

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc work email

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc personal email

About Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc

Mrs. Duex, received her MBA-Marketing (MBA/MKT) from the University of Phoenix and received her BA in Theatre Arts, Magna Cum Laude, from Point Park University, Pittsburgh, PA. Devyn has been recognized as a, (2022) Barrons Top Institutional Advisor, (2017-2023) NAPA Top Women Advisors Captain, (2016) All Star, Top Women in Business by the Pacific Coast Business Times for the Tri-Counties (Santa Barbara, Ventura, and San Luis Obispo), 2021 Spirit of Entrepreneurship Award Winner (Women's Economic Ventures) Arts & Entertainment, and in 2013 was honored to be a part of the Pensionmark team recognized as the inaugural recipient of the PLANSPONSOR “Retirement Plan Adviser Multi-office Team of the Year”. Devyn is also a founding member of the CAPTRUST Women’s Initiative, and eight-time delegate at the NAPA DC Fly-in. She holds the Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®), Certified 401(k) Professional (C(k)P®) designations, is a Certified Plan Fiduciary Advisor (CPFA) and NAPA’s Nonqualified Plan Advisor (NQPA) certificate, member of NAPA Leadership Council, Government Affairs Committee, member of the NAPA Summit Steering Committee, and 2024 Co-Chair of NAPA Summit. Prior to her current role as Principal, Financial Advisor- CAPTRUST, Devyn served as Senior VP of Client Relations at Pensionmark assisting in their rapid expansion, from 2 locations to a national presence with over 65 since joining the team in 2006. Additionally, she specializes in compliance/risk management policies, and has traveled across the nation speaking to clients, participants, and industry professionals about various retirement plan topics. Her passion includes developing service deliverables that push and expand the industry while offering clients tools to manage their fiduciary responsibility and participants the ability to become more retirement ready.I am honored to be part of a world-class organization that is focused on improving lives. CAPTRUST is considered a leader in the industry, boasts over a 98% client retention rate (average since 2007), continues to experience tremendous growth, and stays focused on the mission statement: to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.Devyn holds the AIF, CRPS, C(k)P, CPFA, designations, ESG & NQPA certificate. Community Service: (former) Co-President CAPTRUST Community Foundation, (former) President Peabody Charter Foundation & Nebula Dance Lab (Founder/Artistic Director)

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's Current Company Details
CAPTRUST Way

Captrust Way

View
President
Santa Barbara, CA, US
Company phone:
(919) 870-6822
Company email:
info@captrustadvisors.com
Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Work Experience Details
  • Captrust Way
    President
    Captrust Way
    Santa Barbara, Ca, Us
  • Captrust
    Principal, Financial Advisor
    Captrust May 2022 - Present
    Raleigh, Nc, Us
  • Captrust
    Vice President, Financial Advisor
    Captrust Dec 2015 - May 2022
    Raleigh, Nc, Us
  • Nebula Dance Lab
    Founder/President & Artistic Director
    Nebula Dance Lab Jan 2009 - Present
    Nebula Dance Lab is a project dedicated to providing an incubator for creative art in motion. To allow choreographers in modern/contemporary dance the opportunity to experiment, push boundaries, and create new language in dance through physical exploration. Nebula exudes passionate vibrant performances that transcend the physical movement to evoke emotional response.Additionally, Nebula strives to strengthen the dance arts by providing workshops and outreach to the community. Currently the outreach program consists of various workshops/performances at local Preschools; allowing children at an early age to experience physical exploration and creativity through dance. Nebula Dance Lab has partnered with the local chapter of Everybody Dance Now! to provide workshops for their after school programs and performance troupe; Including providing these students free tickets to their company shows. In 2014 Nebula launched the kids matinee program to offer students an opportunity to experience dance through a professional performance at a theater. In its first year the program afforded 130 students at Center Stage Theater an opportunity to experience a professional dance performance at a theater, and in 2015 with partnership with The Lobero Theater the program was expanded to afford 3600 students annually the opportunity to experience a professional dance performance in a theater. Nebula has created 23+ original dance productions, including student matinee book adaptations, and produces HHII Dance Festival. www.nebuladance.org Nebula Dance Lab is a 501c3 organization.Nebula from Latin: "cloud" is an interstellar cloud of dust, hydrogen gas and plasma. Nebulae often form star-forming regions, in these regions the formations of gas, dust and other materials 'clump' together to form larger masses, which attract further matter, and eventually will become big enough to form stars. The remaining materials are then believed to form planets, and other planetary system objects.
  • Peabody Charter School Foundation
    President
    Peabody Charter School Foundation May 2018 - May 2023
  • Captrust Community Foundation
    Co-President
    Captrust Community Foundation Jan 2019 - Dec 2019
  • Captrust Community Foundation
    Secretary & Board Member
    Captrust Community Foundation Jan 2017 - Dec 2018
  • Pensionmark Retirement Group
    Senior Vice President
    Pensionmark Retirement Group May 2006 - Dec 2019
    Santa Barbara, Ca, Us
    Mrs. Duex received her Masters in Business Administration-Marketing (MBA/MKT) from the University of Phoenix and received her Bachelor of Arts degree in Theatre Arts, Magna Cum Laude, from Point Park University in Pittsburgh, PA. Named to the Top Women Advisors list by the National Association of Plan Advisors 2016 (All-star), 2017 & 2018 (Captain), and recognized as one of the nation’s most influential retirement plan advisors by 401kWire (2009-2011). Mrs. Duex was recognized as one of the Top Women in Business in 2012 by the Pacific Coast Business Times (Santa Barbara, Ventura, and San Luis Obispo), and in 2013 was honored to be a part of the Pensionmark team recognized as the inaugural recipient of the PLANSPONSOR “Retirement Plan Adviser Multi-office Team of the Year”Mrs. Duex also earned the AIF® (Accredited Investment Fiduciary™) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, the CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS®) certification from the College of Financial Planning, Charter Retirement Plan Specialist C(k)P through The Retirement Advisor University in partnership with UCLA Anderson School of Management, and Certified Plan Fiduciary Advisor (CPFA) through NAPA. Devyn brought with her to the Pensionmark team her experience in the benefits industry specifically working with Qualified Plans.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.**The list is based on nominations from the industry and editorial staff. The final list, was selected based on input from those advisors nominated for the list and an analysis of objective criteria including the statistics about the advisors’ practices gathered directly from the advisors.

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Skills

Retirement Planning 401 Retirement Savings Plans Management Strategic Planning Public Speaking Leadership Finance Financial Advisory

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc Education Details

  • University Of Phoenix
    University Of Phoenix
    Mba- Marketing
  • Point Park University
    Point Park University
    Science
  • Minnesota State University Moorhead
    Minnesota State University Moorhead
    Music Minor
  • Hudson High School
    Hudson High School

Frequently Asked Questions about Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc

What company does Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc work for?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc works for Captrust Way

What is Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's role at the current company?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's current role is President.

What is Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's email address?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's email address is de****@****ark.com

What schools did Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc attend?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc attended University Of Phoenix, Point Park University, Minnesota State University Moorhead, Hudson High School.

What skills is Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc known for?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc has skills like Retirement Planning, 401 Retirement Savings Plans, Management, Strategic Planning, Public Speaking, Leadership, Finance, Financial Advisory.

Who are Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's colleagues?

Devyn Duex, Mba, Aif®, C(K)P, Crps, Cpfa, Nqpc's colleagues are Harrison Collins, Cfp®,cpa, Lilly Fox, Jim Lamancusa, Ryan Heath, Evan Patterson, Marcy Barnett, Cpa, Liset Valle-Jimenez.

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