Devin Joslyn

Background

About Devin Joslyn

Our passion is helping professionals pursue their financial goals and the aspects of life that are most meaningful to them. We believe clients want and deserve to work with a qualified team of financial professionals they trust will act in their best interest, who care that they succeed, and have a process to make it happen. As part of an experienced team here on the DBSR and Associates Wealth Management Group and Merrill, my goal is to provide a high-touch and customized experience for each of our clients. We are proud to leverage Merrill's industry leading platform and are true stakeholders in our clients' success. Who we serve- Individual/Families - Corporate Executives - Businesses and Business Owners - Nonprofit Organizations Our process is designed to address the five key areas our research and experience show are important to our clients. These are: Financial Management, Legacy Implementation, Estate Coordination, Retirement Income and Tax Minimization. Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including- The retirement lifestyle they envision - Effective strategies for managing concentrated equity holdings - Wealth transfer to the next generation - Diversifying business interests - Establishment of their legacy through family foundations and philanthropy If you would like to learn more about our wealth management framework or would like an informed second opinion on your current wealth management plan, please feel free to contact me at devin.joslyn@ml.com *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.*The College for Financial Planning Institutes Corp. owns the service marks Accredited Wealth Management AdvisorSM, AWMA®, and the AWMA® logo, and the certification marks Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo.