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Devonte Ivory

Financial Advisor

Biography

Are you concerned with protecting your family’s well-being? Do you want avoid disappointing setbacks so you can retire on time and not have to worry about running out of money?

Let's have a conversation!

I'm a Cleveland, OH transplant and moved to Charlotte, NC for a better economic opportunity. I took the humbled road and worked full-time to pay for my degree in Finance. This taught me the value of every hard-earned dollar and amplified my drive and fortitude to succeed.

I've worked in the financial industry of over 7 years, starting in insurance and then transitioned to banking. I am now a financial advisor with MassMutual Carolinas. As a financial advisor, I help to create tailor-made financial strategies aimed at meeting your financial goals. When building these financial road-maps, I work with you to clarify your short and long-term goals which may include preparing for retirement/financial independence, preparing for college expenses, or exiting a business all while helping to ensure the appropriate steps have been taken to prepare for a financial crisis, if it occurs.

I enjoy helping people make wise financial decisions. I do this because it's fulling to help my community.

I believe everyone should have a plan, but few do.

Let’s determine how I can add value to your financial world.

Disclosure:
https://carolinas.massmutual.com/about-us/licenses
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Devonte Ivory is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600

 

Education

University of North Carolina at Charlotte

Hobbies

Family time
sports
leisure time

Affiliations & Memberships

Member of Belk College of Business Alumni Council

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Strategies
  • Financial Education

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck