S. Kim Devoss
Wealth Management Advisor
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About S. Kim Devoss
As your trusted Wealth Management Advisor from U.S. Bancorp Investments, there are a…
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Dec 2024 — Present
Education
University of Minnesota-Duluth
BBA
1976 — 1981
University of Denver
CFP
1986 — 1987
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Concentrated Stock Management
- Fixed Income Strategies
- Annuities
- Retirement Planning
- Financial Advisory
- Retirement Plan Consulting
- Strategic Planning
- Financial Analysis
- Insurance
- Business-Succession Planning
- Wealth Preservation Planning
- 401k Rollovers
- Investment Strategies
- Separately Managed Accounts
- Estate Investment Planning
- Financial Reporting
- Investment Planning
- Investments
- Deferred Compensation Plans
- Multigenerational Wealth Planning
- Tax Efficient Strategies
- Business Owner Planning
- Retirement Savings
- Securities
- Etfs
- Stock Analysis
- Fixed Annuities
- Retirement
- Bonds
- Finance
- Financial Services
- Relationship Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.