Advisor profile


My approach

Devin Melvie - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Devin Melvie - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Accountancy - Arizona State University, W.P. Carey School of Business, 2017

Interests

- Spending time with family & friends

- Sporting Events

- Outdoor activities

- Being on the Lake or River

- Movies and books

- Traveling

- Type 1 Diabetes awareness

Community participation

I volunteer monthly at Ministry on the Margins in Bismarck, ND to help our local homeless community. Ministry on the Margins gives our homeless a warm place to stay in the mornings while we serve them coffee, breakfast and donuts. They are also able to access a full food pantry for groceries and clothing donated by the community. I became involved in this organization because they are a Christian worship based organization and because they do an incredible job to help people get back on their feet.

  • Ministry on the Margins