Mitchell Devan Email & Phone Number
@beaconplanners.com
3 phones found area 216
LinkedIn matched
Who is Mitchell Devan? Overview
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Mitchell Devan is listed as Director of Wealth Management at Beacon Financial Partners at Beacon Financial Partners, a with 25 employees, based in Beachwood, Ohio, United States. AeroLeads shows a work email signal at beaconplanners.com, phone signal with area code 216, and a matched LinkedIn profile for Mitchell Devan.
Mitchell Devan previously worked as Director of Wealth Management at Beacon Financial Partners. Mitchell Devan holds Bachelor'S Degree, Business Administration And Management, General from Cleveland State University.
Email format at Beacon Financial Partners
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AeroLeads found 2 current-domain work email signals for Mitchell Devan. Compare company email patterns before reaching out.
About Mitchell Devan
As the Director of Wealth Management, my main focus includes investment analysis, monitoring investment performance asset allocation and overseeing all aspects of the firm’s investment programs, including the Beacon Focus Portfolios. As the coordinator of Beacon’s plan manufacturing process, I manage, design and produce financial plans for our clients. I serve on the Firm’s Investment Committee where I am responsible for the preparation of quarterly reports and preparing and updating our marketing materials for our portfolios. I am charged with making continuous improvements in the effectiveness, efficiency and value added services and programs delivered by our planning department. An associate of Lincoln Investment Planning, Inc. Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com. Beacon Financial Partners and Lincoln Investment are independent, non-affiliated entities. This profile is not a solicitation for services. The profile should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision. Postings should not be considered testimonial or endorsement of our firm or advisors. Interactive and static content provided by third parties are not prepared by the firm, endorsed by the firm, nor verified by the firm. Such content should not be used to make an investment decision
Listed skills include Investments, Securities, Wealth Management, Asset Allocation, and 7 others.
Mitchell Devan's current company
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Mitchell Devan work experience
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Director Of Wealth Management
Colleagues at Beacon Financial Partners
Other employees you can reach at beaconplanners.com. View company contacts for 25 employees →
Ryan Cass
Colleague at Beacon Financial PartnersGreater Cleveland, United States
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Greg Randall
Colleague at Beacon Financial PartnersGreater Cleveland, United States
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Tom Genco
Colleague at Beacon Financial PartnersCleveland, Ohio, United States
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David Olson
Colleague at Beacon Financial PartnersChagrin Falls, Ohio, United States
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Cathy Sterling
Colleague at Beacon Financial PartnersBeachwood, Ohio, United States
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Daniel Bonder Jd, Mba, Cfp®
Colleague at Beacon Financial PartnersBeachwood, Ohio, United States
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Deborah George
Colleague at Beacon Financial PartnersBeachwood, Ohio, United States
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Alan E. Yanowitz
Colleague at Beacon Financial PartnersBeachwood, Ohio, United States
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Larry Kronick
Colleague at Beacon Financial PartnersChagrin Falls, Ohio, United States
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Delores "Dee" Yezbak
Colleague at Beacon Financial PartnersBeachwood, Ohio, United States
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Mitchell Devan education
Frequently asked questions about Mitchell Devan
Quick answers generated from the profile data available on this page.
What company does Mitchell Devan work for?
Mitchell Devan works for Beacon Financial Partners.
What is Mitchell Devan's role at Beacon Financial Partners?
Mitchell Devan is listed as Director of Wealth Management at Beacon Financial Partners at Beacon Financial Partners.
What is Mitchell Devan's email address?
AeroLeads has found 2 work email signals at @beaconplanners.com for Mitchell Devan at Beacon Financial Partners.
What is Mitchell Devan's phone number?
AeroLeads has found 3 phone signal(s) with area code 216 for Mitchell Devan at Beacon Financial Partners.
Where is Mitchell Devan based?
Mitchell Devan is based in Beachwood, Ohio, United States while working with Beacon Financial Partners.
What companies has Mitchell Devan worked for?
Mitchell Devan has worked for Beacon Financial Partners.
Who are Mitchell Devan's colleagues at Beacon Financial Partners?
Mitchell Devan's colleagues at Beacon Financial Partners include Ryan Cass, Greg Randall, Tom Genco, David Olson, and Cathy Sterling.
How can I contact Mitchell Devan?
You can use AeroLeads to view verified contact signals for Mitchell Devan at Beacon Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Devan attend?
Mitchell Devan holds Bachelor'S Degree, Business Administration And Management, General from Cleveland State University.
What skills is Mitchell Devan known for?
Mitchell Devan is listed with skills including Investments, Securities, Wealth Management, Asset Allocation, Portfolio Management, Finance, Valuation, and Financial Planning.
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