Devaron M. Yates, CFP®, CPWA®, ChFC®

President and Chief Executive Officer at Wealth Development Strategies, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

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Credentials

  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
    Jun, 2023
    - Nov, 2024
  • CPWA®
    Investments & Wealth Institute
    Dec, 2022
    - Nov, 2024
  • CFP®
    CFP Board
    Nov, 2017
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • President and Chief Executive Officer
      • Mar 2019 - Present

    • COO & Managing Director
      • Sep 2015 - Mar 2019

      Devaron M. Yates, a ten-year industry veteran, is currently the Managing Director and Chief Operations Officer of Wealth Development Strategies, LLC. Wealth Development Strategies, one of Houston’s oldest comprehensive financial planning firms, offers personalized solutions for individuals and business professionals who wish to protect, grow and efficiently distribute their wealth. The boutique firm consists of over thirty associates who combine extensive financial experience and expertise to effect personalized client solutions. Linkedin is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. Wealth Development Strategies, LLC 4203 Montrose Blvd. Houston Texas 77006 713-561-8100. Wealth Development Strategies is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Show less

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Producer
      • Feb 2011 - Dec 2013

    • Financial Services
    • 300 - 400 Employee
    • Division Manager
      • Aug 2008 - Dec 2013

    • Senior Financial Services Rep
      • Nov 2006 - Aug 2008

    • Registered Representative
      • Dec 2004 - Nov 2006

Education

  • Yale School of Management
    Certificate for Certified Private Wealth Advisor®
    2019 - 2020
  • The American College of Financial Services
    Chartered Life Underwriter®
    2018 - 2020
  • University of Georgia - Terry College of Business
    Certificate in Financial Planning
    2014 - 2016
  • Old Dominion University
    Bachelor's, Electrical Engineering
    2000 - 2004
  • John Marshall High School
    Diploma
    1996 - 2000

Community

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