Peter Devlin, Aif® Email & Phone Number

I partner with corporate clients to provide all advisory services to plan participants and benefit administrators. This includes holding educational seminars, providing one-on-one personal financial guidance to participants, and working closely with plan administrators to ensure they receive the assistance needed. I also work individually with clients to develop financial plans, implement investment strategies and provide tailored guidance in nearly all aspects of their financial decision making. I believe education is the key to long-term financial well-being, as knowledge empowers people to make well-informed decisions for a lifetime.After graduating from Bucknell University with a Bachelor of Arts in Economics, I launched my career in financial services in 2002 on the floor of the New York Stock Exchange. Prior to joining Standard Pensions Services, LLC I worked as a wealth management analyst at a premier New York City Registered Investment Advisory firm helping high-net-worth individuals and families oversee their financial plans. I have also served as a former board member of the St. Andrew's Society of the State of New York, an organization which helps people of Scottish descent in the tri-state area.

Listed skills include Investments, Wealth Management, Asset Allocation, Retirement Planning, and 6 others.

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  Bucknell University

  Economics, Political Science