Brendan McDevitt
Client Services Associate | Westover Capital Advisors, LLC
- Role
- Client Services Associate at Westover Capital Advisors , Llc
- Location
- Riverton, NJ, US
- LinkedIn followers
- 500 followers
About Brendan McDevitt
Currently a Client Services Associate at Westover Capital, contributing to operational…
Experience
Client Services Associate
Westover Capital Advisors , Llc
Aug 2025 — Present · Wilmington, DE, US
Supports advisors in delivering wealth management services through client account management, operational oversight, and compliance with regulatory standards. Responsibilities include handling account openings, transfers, and maintenance with a focus on accuracy and attention to detail. Serves as a primary point of contact for clients, ensuring timely support and fostering long-term relationships. Works closely with colleagues to refine processes, increase efficiency, and elevate the client experience.
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