Verified recordFinancial Services

Jennie Devlin

President at Cantella

Based in Malden, United States

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Seniority

C-Team

Department

General Business & Management

Location

Malden

Industry

Financial Services

Company size

52

Contact information

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Email

1 credit

j•••••••@cantella.com

Phone

5 credits

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Background

About Jennie Devlin

For over two decades, I've had the privilege of leading Cantella’s strategic direction. Cantella was a broker/dealer and RIA for over 70 years and was one of the first independent firms on the street, paving the way for a new model of financial services. Cantella has also been recognized as an industry innovator, being one of a small number of female owned/led and employee-owned B/Ds. During this time I also worked closely with our clearing partners, Fidelity, Pershing and Raymond James, and expanded our offerings to serve financial advisors, B/Ds and RIAs. I began my career with Cantella in and worked in multiple departments - from recruiting and transitions to compliance and licensing, advisory services, relationship management and more. This experience allows me to go beyond being an executive as I understand the intricacies of daily operations and can help advisors navigate the challenges and opportunities they face. I love helping advisors grow their practices and help their clients achieve their financial goals. We work closely with advisors to create efficiencies within their business and equip them with the tools and technology they need to deliver exceptional service and grow. At Cantella, we love what we do and believe in a collaborative and supportive environment. My partners and I have worked together for 20+ years and many of our employees and advisors have been here just as long or longer. We're also committed to giving back to the community and have worked with the MA Department of Children and Family Services to facilitate internships and career nights. We also tie holiday gift giving to charitable organizations such as Cookies for Kids’ Cancer, Cards for Causes and the Bread of Life in Malden. My understanding of Cantella, our advisors and my unwavering commitment to our mission continues to drive our success. I'm energized by the future and the opportunities we create for our advisors and their clients, as well as our employees. Securities through Cambridge Investment Research, Inc, a BD, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge markets securities & advisory services through Cantella. Cantella is owned & operated by Cambridge & its affiliates. Content provided via links to third party sites shouldn't be considered an endorsement, as we can't verify completeness or accuracy.

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Jennie Devlin Email & Phone Number @ Cantella | Kipplo Discover