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MEMBER PROFILE

 

Devaron Yates

Wealth Development Strategies LLC

 

Member profile details

Membership level
Houston Individual
First name
Devaron
Last name
Yates
Title
President
Company
Wealth Development Strategies LLC
XPX Chapter Email Lists
  • Houston News & Events
 

CONTACT INFORMATION

City
Houston
State
Texas
 

PROFILE INFORMATION

Call me when
Financial Services
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Exit/Transition Planning
  • Family business
  • Finance
  • Retirement
  • Risk management
  • Tax
Client Industry(ies)
  • Business Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
Professional Certification(s)
CFP, CPWA, CLU, ChFC
Transition Planning Certification or Methodology
CEPA
In Business Since
2015
Advisor Resource Relationships
  • EOS
  • EPI