Associate Financial Advisor @ (July 2024 - April 2025)
Associate Wealth Advisor @ (July 2022 - July 2024)
Financial Planner @ (October 2021 - July 2022)
Financial Advisor Foundations Associate @ (June 2020 - September 2021)
Wealth Management Intern @ (July 2017 - July 2018)
Financial Representative @ (January 2016 - May 2016)
Multichannel Transmission Systems Sergeant @ (November 2013 - November 2014)
Multichannel Transmission Systems Operator-Maintainer @ (April 2010 - October 2013)
Devoda Owens Education
University of Houston
Master of Science - MS (Finance, General)
2018-2020
University of Houston
Bachelor of Business Administration - BBA (Finance)
2015-2018
Central Texas College
Associate of Arts - AA (Art/Art Studies, General)
2009-2014
Devoda Owens Skills
401(k) Retirement Savings Plans
Alternative Investments
Annuities
Cold Calling
Commercial Real Estate
Communication
Debt Management
Disability Insurance
Education Planning
Employee Benefits
Employee Training
Equities
Estate Planning
Financial Advisory
Financial Planning
Fixed-Income Investing
General Insurance
Health Insurance
Insurance
Investment Management
Investment Strategies
Leadership
Life Insurance
Long Term Care Insurance
Long-term Care
Management
Medicare
Microsoft Dynamics CRM
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Money Guide Pro
Morningstar
Mutual Funds
Networking
Pension
Personal Tax Planning
Problem Solving
Project Management
Property and Casualty Insurance
Real Estate
Real Estate Economics
Real Estate Financing
Real Estate Transactions
Relationship Building
Residential Real Estate
Retirement Planning
Risk Management
Salesforce
Series 65
Series 7
Social Security Planning
Supervision
Teamwork
Telecommunications
Term Life Insurance
Devoda Owens Summary
Devoda Owens, based in Houston, TX, US, is currently a Senior Financial Advisor at RIA Advisors. Devoda Owens brings experience from previous roles at RIA Advisors, Prime Capital Financial, Linscomb Wealth and EY. Devoda Owens holds a 2018 - 2020 Master of Science - MS in Finance, General @ University of Houston. With a robust skill set that includes 401(k) Retirement Savings Plans, Alternative Investments, Annuities, Cold Calling, Commercial Real Estate and more. Devoda Owens has 2 emails and 1 mobile phone numbers on RocketReach.
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