Devyn Duex

About Devyn Duex

Mrs. Duex, received her MBA-Marketing (MBA/MKT) from the University of Phoenix and received her BA in Theatre Arts, Magna Cum Laude, from Point Park University, Pittsburgh, PA. Devyn has been recognized as a,(20••••25) Barrons Top Institutional Advisor,(20••••24) NAPA Top Women Advisors Captain,(2016) All Star, Top Women in Business by the Pacific Coast Business Times for the Tri-Counties (Santa Barbara, Ventura, and San Luis Obispo), 2021 Spirit of Entrepreneurship Award Winner (Women\'s Economic Ventures) Arts & Entertainment, and in 2013 was honored to be a part of the Pensionmark team recognized as the inaugural recipient of the PLANSPONSOR “Retirement Plan Adviser Multi-office Team of the Year”. Devyn is also a founding member of the CAPTRUST Women’s Initiative, and eight-time delegate at the NAPA DC Fly-in. She holds the Accredited Investment Fiduciary (AIF®), Chartered Retirement Plans Specialist (CRPS®), Certified 401(k) Professional (C(k)P®) designations, is a Certified Plan Fiduciary Advisor (CPFA) and NAPA’s Nonqualified Plan Consultant (NQPC), member of NAPA Leadership Council, Government Affairs Committee, member of the NAPA Summit Steering Committee, and 20••••25 Co-Chair of NAPA Summit. Prior to her current role as Principal, Financial Advisor- CAPTRUST, Devyn served as Senior VP of Client Relations at Pensionmark assisting in their rapid expansion, from 2 locations to a national presence with over 65 since joining the team in 2006. Additionally, she specializes in compliance/risk management policies, and has traveled across the nation speaking to clients, participants, and industry professionals about various retirement plan topics. Her passion includes developing service deliverables that push and expand the industry while offering clients tools to manage their fiduciary responsibility and participants the ability to become more retirement ready.I am honored to be part of a world-class organization that is focused on improving lives. CAPTRUST is considered a leader in the industry, boasts over a 98% client retention rate (average since 2007), continues to experience tremendous growth, and stays focused on the mission statement: to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.Devyn holds the AIF, CRPS, C(k)P, CPFC, designations, ESG & NQPA certificate. Community Service:(former) Co-President CAPTRUST Community Foundation,(former) President Peabody Charter Foundation & Nebula Dance Lab (Founder/Artistic Director)

Experience

1. Principal, Financial Advisor

   CAPTRUST

   May 2022 — Present

Education

• University of Phoenix

  MBA- Marketing

  2004 — 2006

• Minnesota State Moorhead

  Pre-Med & Theater Major, Music Minor, Pre-Medicine/Pre-Medical Studies & Theater Arts, Music Minor

  1995 — 1997

• Point Park University

  BA, Musical Theater, Major: Acting, Voice, Dance; Other: Math, Science

  1997 — 1999