James Devito

James Devito Email and Phone Number

Assistant Vice President, BL II at Truist
James Devito's Location
Goose Creek, South Carolina, United States, United States
James Devito's Contact Details
About James Devito

James Devito is a Assistant Vice President, BL II at Truist. He is proficient in English. Colleagues describe him as "Jimmy has done an outstanding job as my insurance agent. He knows the product very well, listens to my needs, and makes thoughtful recommendations (without trying to sell me the most expensive option). His "here are the options" approach is very appreciated. I recommend Jimmy to anyone looking for insurance in NYS. Dan B" and "Within 10 miles of my home there are no less than 5 insurance brokers, two of which "sell" Allstate insurance; Jimmy is over 80 miles from my home, yet I chose his agency in which to purchase my home, life and auto policies from. Why? In a word, "Integrity" especially in the insurance business is second to none, and this is exactly what Jimmy brings to the table. Anyone can sell you insurance at a price point, however, we often fail to really understand just what… Show more"

James Devito's Current Company Details

Assistant Vice President, BL II at Truist
James Devito Work Experience Details
  • Truist
    Assistant Vice President, Blended Blii
    Truist Aug 2017 - Jul 2022
    Goose Creek, South Carolina
  • Astoria Bank
    Associate Branch Manager
    Astoria Bank Apr 2014 - Sep 2016
    Long Island
  • Economic Planning Group
    Private Wealth Advisor
    Economic Planning Group Dec 2012 - Mar 2014
    Melville, Ny
    Comprehensive financial planning offered through Lincoln Financial Advisors Corp. James DeVito is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. CRN201301-2075727Economic Planning Group is not an affiliate of Lincoln Financial Advisors Corp.
  • Allstate
    Exclusive Agency Owner
    Allstate Jan 2005 - Nov 2011
    Baldwin, Ny
    Insurance and financial services
  • Global Capital Partners Llc
    Registered Representative
    Global Capital Partners Llc 1999 - 2003
    Sold financial products and services to clients for investment purposes, applying knowledge of securities, investment plans, market conditions, regulations, and financial situation of clients: Identified potential clients, using advertising campaigns, mailing lists, and personal contacts.

James Devito Skills

Wealth Management Strategic Planning Retirement Planning Life Insurance Long Term Care Term Life Insurance 401k Investments Employee Benefits Health Insurance Universal Life Casualty General Insurance Financial Services Series 7 Mutual Funds Property And Casualty Insurance Disability Insurance Motorcycle Commercial Insurance Whole Life Small Business Professional Liability Financial Planners Pensions Finance Wealth Fixed Annuities Iras Securities Retirement Relationship Management Asset Management Insurance Series 6 Homeowners Real Estate Umbrella Insurance Liability Long Term Care Insurance Renters

Frequently Asked Questions about James Devito

What is James Devito's role at the current company?

James Devito's current role is Assistant Vice President, BL II at Truist.

What is James Devito's email address?

James Devito's email address is jr****@****ail.com

What are some of James Devito's interests?

James Devito has interest in Social Services, Children, Kids, Collecting Antiques, Exercise, Economic Empowerment, Politics, Electronics, Home Improvement, Music.

What skills is James Devito known for?

James Devito has skills like Wealth Management, Strategic Planning, Retirement Planning, Life Insurance, Long Term Care, Term Life Insurance, 401k, Investments, Employee Benefits, Health Insurance, Universal Life, Casualty.

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