Profiel
Ms. Leanne DeVey is a Principal at Burns Wealth Management, Inc.
Prior to joining Burns Wealth Management in 2013, Ms. DeVey was employed as a Portfolio Manager at Investors Asset Management, Inc. She has over 22 years of accounting experience in business and non-profit companies.
Ms. DeVey earned a B.B.A.
from Texas Woman’s University and M.B.A.
from The University of North Texas.
She holds a Series 65 license.
Eerdere bekende functies van Leanne M. DeVey
| Bedrijven | Functie | Einde |
|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Lid van de Investeringscommissie | 31-12-2008 |
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Lid van de Investeringscommissie | - |
Opleiding van Leanne M. DeVey
| Texas Woman's University | Undergraduate Degree |
| University of North Texas | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Finance |
