Devyn Squires
Wealth Planner at Kickstand Wealth Advisors
Based in Rochester, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Rochester
Industry
Financial Services
Company size
7
Contact information
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d•••••••@kickstandwealth.com
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Background
About Devyn Squires
I am a graduate of Binghamton University's School of Management where I studied Finance and Marketing which has provided me with the knowledge and skills to enter the financial services industry. In my free time I enjoy, dancing, baking, volunteering and spending time with friends and family.I joined Merrill in June of 2017. I am now pursuing my passion of educating individuals and aiding them to reach their financial goals. With access to the research and products that Merrill offers I am able to assist my clients into investments that are truly aligned with their individual wants and needs. Our connection to Bank of America provides the convenience of banking products to help make sure all aspects of an individual's monetary needs are addressed.I have recently joined a well-established team of professionals with many years of experience and acumen. With the support of my team and Merrill I am exposed to a variety of knowledge, research and capabilities to aid clients in various stages of their life. We work with individuals to define their goals and assist them in every step of the way to help accomplish them.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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