Devon Walton
- Role
- Investment Consultant at Fidelity Investments
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Devon Walton
Views expressed are as of the date indicated and may change based on market and other…
Experience
Investment Consultant
Jan 2023 — Present
Provide needs-based mentorship to mass affluent clients based on their circumstances, appetite for risk, and desired level of future investment growth • Analyze client information and future financial projections to ascertain the best investment solutions and strategies • Maintain good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
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