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Devyn Duex, AIF®, CRPS®, C(k)P®, CPFAVice President, Financial Advisor

  • 24 East Cota Street
    Suite 200
    Santa Barbara, CA 93101
  • 805.456.6264
  • LinkedIn

Devyn joined CAPTRUST in 2015 as a financial advisor with the firm’s strategic partnership with Pensionmark and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the partnership, Devyn served as vice president of client relations at Pensionmark and has worked in the industry since 2004.

EDUCATION

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

AWARDS AND RECOGNITION

  • 401kWire's nation's most influential retirement plan advisors list (2009, 2010, and 2011)
  • Top Women in Business by the Pacific Coast Business Times for the Tri-Counties (Santa Barbara, Ventura, and San Luis Obispo)
  • 2016, and 2017 NAPA Top Women Advisors Captain

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Certified 401(k) Professional (C(k)P®)
  • Certified Plan Fiduciary Advisor (CPFA)

MEMBERSHIPS

  • Society for Human Resource Management
  • Santa Barbara Human Resource Association

 

 

Personal Profile

Hometown:
Santa Barbara, CA
Favorite Book or Movie:
Books: Da Vinci Code & Angels and Demons; Movies: Hunger Games, Gone with the Wind, and Star Wars
Ideal Dinner Guest:
Oprah, Jack Black, and Mother
Words to Live By:
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
Qualities I Admire in People:
Passion/conviction, integrity, and honesty