Devon Daniels, AEP®, ChFC®, CDFA
Wealth Manager, Partner
DeVon serves as a Wealth Manager/Partner, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
DeVon has more than four decades of experience working in the financial services industry. Prior to joining Creative Planning, she was a founding partner and lead advisor at a Delaware-based independent investment advisor.
DeVon earned her Bachelor of Science degree from the University of Maryland. She is a Certified Divorce Financial Analyst®, as designated by the Institute for Divorce Financial Analysts; a Chartered Financial consultant®, as designated by the American College of Financial Services; a Chartered Life Underwriter®, as designated by the American College of Financial Services; and an Accredited Estate Planner®, as awarded by the National Association of Estate Planners & Councils. DeVon is also a member of the Financial Planning Association, the Estate Planning Council of Delaware and the Wilmington Tax Group.
DeVon and her husband, Kit, have three children (Courtney, Christopher and Jordan) and eight grandchildren. DeVon enjoys travel, spending time with family and friends, and relaxing at the Eastern Shore of Maryland.
Articles by Devon Daniels, AEP®, ChFC®, CDFA
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