Role listed
Df Consultants
AeroLeads people directory · profile
Steven J. Devlin, Cepa Email & Phone Number
Senior Financial Consultant, Senior Wealth Management Advisor, Retirement Specialist, & Corporate Financial Planner
at
DF Consultants
1 work email found
@lpl.com
4 phones found area 540
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Consultant, Senior Wealth Management Advisor, Retirement Specialist, & Corporate Financial Planner
Location
Greater Roanoke Area, United States, United States
Who is Steven J. Devlin, Cepa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven J. Devlin, Cepa is listed as Senior Financial Consultant, Senior Wealth Management Advisor, Retirement Specialist, & Corporate Financial Planner at DF Consultants, based in Greater Roanoke Area, United States, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 540, and a matched LinkedIn profile for Steven J. Devlin, Cepa.
Steven J. Devlin, Cepa previously worked as Business Owner at Df Consultants and Senior Financial Consultant, Retirement Specialist at Level Four Financial. Steven J. Devlin, Cepa holds Bachelor Of Business Adminstration, Marketing & Finance from Roanoke College.
Company email context
Email format at DF Consultants
This section adds company-level context without repeating Steven J. Devlin, Cepa's masked contact details.
*@lpl.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steven J. Devlin, Cepa. Compare company email patterns before reaching out.
Profile bio
About Steven J. Devlin, Cepa
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to work towards my client's established goals. My personal goal is to become a lifetime resource for each and every client. I am registered in Virginia, North Carolina, South Carolina, Louisiana, Kentucky, Maryland, Pennsylvania, and Tennessee. Member NAIFA & MDRT.Specialties: Retirement Strategies, Personal Insurance, Asset Allocation Strategies, Executive Benefit Strategies, Variable Products, Group Benefits, Business Succession Strategies, Estate Conservation Strategies, Mutual Funds
Listed skills include Retirement, Mutual Funds, Asset Allocation, Insurance, and 42 others.
Current workplace
Steven J. Devlin, Cepa's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Steven J. Devlin, Cepa work experience
A career timeline built from the work history available for this profile.
Business Owner
Current
Df Consultants
Independent Financial professional providing access to insurance, securities, and investments for business owners, individuals, and groups.
Sep 2013 - Present
Senior Financial Consultant, Retirement Specialist
CurrentIndependent Financial professional providing access to insurance, securities, and investments for business owners, individuals, and groups.RIA and Broker Dealer Services offered through Level Four Financial & Level Four Investment Services. Custodial Services offered through Raymond James, Fidelity, Schwab, TD Ameritrade.
Sep 2013 - Present
Senior Financial Consultant, Retirement Specialist
Freedom First Wealth
Independent Financial professional providing access to insurance, securities, and investments for business owners, individuals, and groups.Alliance with FREEDOM FIRST CREDIT UNION. Sept 2009 – Dec 2023. Financial professional providing access to insurance, securities and investments for business owners, individuals and groups.RIA and Broker Dealer Services.
Sep 2009 - Dec 2023
Owner
Endeavor Tax & Financial Services
Endeavor Tax & Financial Services which offers Bookkeeping and Tax assistance to individuals and business owners.
Oct 2012 - Jun 2014
Financial Advisor, Financial Services Representative, & Investment Advisor Representative
Greystone Financial Group, An Office Of Metlife
Financial professional providing insurance, securities, and investments for business owners, individuals and groups
Jan 2004 - Sep 2013
Investment Advisor / Insurance Agent
May 1998 - Jan 2004
1 education record
Steven J. Devlin, Cepa education
-
Roanoke College
FAQ
Frequently asked questions about Steven J. Devlin, Cepa
Quick answers generated from the profile data available on this page.
What company does Steven J. Devlin, Cepa work for?
Steven J. Devlin, Cepa works for DF Consultants.
What is Steven J. Devlin, Cepa's role at DF Consultants?
Steven J. Devlin, Cepa is listed as Senior Financial Consultant, Senior Wealth Management Advisor, Retirement Specialist, & Corporate Financial Planner at DF Consultants.
What is Steven J. Devlin, Cepa's email address?
AeroLeads has found 1 work email signal at @lpl.com for Steven J. Devlin, Cepa at DF Consultants.
What is Steven J. Devlin, Cepa's phone number?
AeroLeads has found 4 phone signal(s) with area code 540 for Steven J. Devlin, Cepa at DF Consultants.
Where is Steven J. Devlin, Cepa based?
Steven J. Devlin, Cepa is based in Greater Roanoke Area, United States, United States while working with DF Consultants.
What companies has Steven J. Devlin, Cepa worked for?
Steven J. Devlin, Cepa has worked for Df Consultants, Level Four Financial, Freedom First Wealth, Endeavor Tax & Financial Services, and Greystone Financial Group, An Office Of Metlife.
How can I contact Steven J. Devlin, Cepa?
You can use AeroLeads to view verified contact signals for Steven J. Devlin, Cepa at DF Consultants, including work email, phone, and LinkedIn data when available.
What schools did Steven J. Devlin, Cepa attend?
Steven J. Devlin, Cepa holds Bachelor Of Business Adminstration, Marketing & Finance from Roanoke College.
What skills is Steven J. Devlin, Cepa known for?
Steven J. Devlin, Cepa is listed with skills including Retirement, Mutual Funds, Asset Allocation, Insurance, Investments, Fixed Annuities, Long Term Care, and Retirement Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial