Devin Yates started his career at Equitable Advisors as a Financial Professional after receiving his bachelor's degree in Finance from the University of Wisconsin-Whitewater. He currently holds his Accident and Health, Life, Variable licenses, along with his FINRA Series 7 and 66 registrations.
As a Financial Professional with Equitable Advisors, Devin works with individuals and families toward reaching their financial goals. He does this by providing customized strategies to help his clients meet their evolving needs. However, his primary focus is to provide clients with investment management, risk management, and retirement planning strategies. Devin believes that every individual has a unique financial situation and through a holistic planning approach, he will be able to help them achieve their goals.
Devin grew up in the Milwaukee area and discovered his passion for finance while studying at UW-Whitewater. Outside of work he enjoys golfing, spending time with his friends and family, traveling, and enjoying all that Milwaukee has to offer. Call to learn more about what I do and how I can help.