Peter Devlin is a Client Systems Specialist with Wealthstream Advisors who works directly with the firm’s Senior Advisors. He researches and analyzes client financial plans and investment options to identify needs and develop recommendations. Peter is also responsible for preparing cash flow analysis, as well as reviewing and trading accounts. He loves having the opportunity to help people make well-informed financial decisions that will allow them to build a better life for themselves and their families.
Peter began his career as a trading assistant and broker on the floor of the New York Stock Exchange. Before joining Wealthstream Advisors, he spent several years as an insurance specialist, assisting high-net-worth clients in structuring insurance and estate plans as well as implementing disability, long-term-care and life insurance. He earned a Bachelor of Arts in economics from Bucknell University.
During the 10 years he spent working in New York City’s financial industry before joining Wealthstream, Peter gradually became disillusioned by the many firms he saw trying to push products rather than doing what was best for their clients. Today, he’s proud to be a part of a firm that does business differently and always puts clients’ needs above everything else.
Peter lives in Breezy Point, New York, with his wife, Jaclyn, and their two sons. He’s a former board member with the St. Andrews Society of the State of New York—the oldest charitable society in the state—and is a supporter of the New York State Special Olympics. Outside the office, he enjoys running, live music, baseball and spending time with his family, preferably on the beach.
Education and Credentials:
- B.A., Economics, Bucknell University