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Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®

Vice President,
Financial Advisor

  • Hudson, WI
  • Where the Crawdads Sing | Gone With the Wind
  • Oprah, Jack Black, and my mom
  • "Our character...is an omen of our destiny, and the more integrity we have to keep, the simpler and nobler that destiny is likely to be." - George Santayana
  • Passion, integrity, and a sense of humor

Financial Advisors

Devyn Duex is a retirement plan advisor working out of our Santa Barbara, CA office.

Devyn joined CAPTRUST in 2015 as a financial advisor with the firm’s partnership with Pensionmark and is responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to develop service deliverables that push and expand the industry while offering clients tools to manage their fiduciary responsibility.

Prior to the partnership, Devyn served as vice president of client relations at Pensionmark and has worked in the industry since 2004. When she is not in the office or with a client, Devyn enjoys dancing, biking, swimming, running, traveling, and spending time with her family.

Education

  • Bachelor of Arts degree in theater arts, Magna Cum Laude, from Point Park University
  • Master of Business Administration in marketing from the University of Phoenix

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified 401(k) Professional
  • Certified Plan Fiduciary Advisor
  • Certified Retirement Plan Specialist℠

 

Awards & Recognition

  • 401kWire Most Influential Retirement Plan Advisors | 2009, 2010, and 2011
  • NAPA Top Women Advisors Captain | 2016, 2017, and 2018
  • Pacific Coast Business Times Top Women in Business for the Tri-Counties (Santa Barbara, Ventura, and San Luis Obispo)

Memberships

  • Society for Human Resource Management
  • Santa Barbara Human Resource Association
  • Co-President, CAPTRUST Community Foundation
  • Founder/President & Artistic Director, Nebula Dance Lab
  • President, Peabody Charter Foundation
  • Volunteer, MOXI
  • Volunteer, Santa Barbara Boys & Girls Club
  • Volunteer, World Vision

News & Resources

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