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Devonee Quinn, CFP®

Wealth Manager
Devonee serves as a Private Wealth Manager, 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, charitable and estate planning. With more than 15 years of experience in the financial services industry — working particularly with high-net-worth individuals, physicians, and divorced or widowed women — Devonee offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a senior financial advisor at a national investment advisory firm, where she focused on helping clients reach their financial goals through financial plan creation and execution and investment management. Devonee received her Bachelor of Science degree in personal financial planning from Texas Tech University, where she graduated with honors. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Devonee and her husband, Keenan, have two children, Kaylee and Killian. In her spare time, Devonee enjoys cooking, traveling abroad, skiing, hiking and going to concerts.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022