Robert L Devinney, Cfp®, Chfc® Email & Phone Number

Boston, MA, US

Boston, Massachusetts, United States

Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Our experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.

Boston, Massachusetts

Supported new and tenured Financial Consultants by contacting 100-150 clients per week to schedule introductory and complex guidance appointments.Transitioned book of 1200 clients worth ~$3B in assets under management to Financial Consultants and Wealth Planners locally and nationally.Met with clients weekly to have conversations which consist of.

Burlington, Massachusetts

Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.Coordinated schedules and appointments for the VP/FC and lobby.Fulfilled client transactional informational and service needs.Set up, input and entered data to the brokerage and shareholder systems.

Merrimack, New Hampshire

Built and expanded customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services. Provided investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services. Partnered with other functions and.

Merrimack, NH

Interacted with customers, via inbound calls, responding to requests for information and assistance with their investment accounts. Engaged in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and international. Led customers toward defined solutions applicable to their.

Waltham, MA

Proofread and edited scripts, PDFs, and online professional development courses, built in-house, prior to client review. Verified scripts against their equivalent online courses and ensured consistency in over 20 languages. Wrote training documents to outline QA processes for new and existing employees. Entrusted with high priority and rush assignments.

Boston, MA

Called end customers to offer upgraded services and verify delivery information. Contacted 30 carriers daily to update and/or confirm customer information. Negotiated with carrier claims managers weekly to determine liability, resulting in 50% increase in recovered costs. Helped create and implement automated system for assessing the disposition of orders.

Waltham, MA

Monitored all sensitive data traveling to and from the company and ensured encryption of any vulnerable information. Wrote articles for company Intranet regarding the security of computers and mobile devices. Helped company choose a new online backup solution by interviewing vendors about the quality of their product. Performed quality assurance testing of.