Devin Paul

Pennsylvania State Icon Philadelphia, Pennsylvania
Wealth Advisor
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About Devin

Devin Paul’s background includes six years of experience in the financial services industry, serving in multiple capacities dealing with insurance, planning and advising. He became part of the EP Wealth Advisors team in 2022. Devin’s clients tend to have oil-and-gas, maritime, healthcare, and entrepreneurial backgrounds. They’re most often pre-retirees who are looking to intelligently maximize their portfolios in ways that account for taxes and risk. Devin finds wealth management appealing because he loves having the ability to help people. He believes he’s been blessed with many gifts and characteristics that enable him to bring out the best in people and serve not only as an advisor, but as a friend. Devin also loves being able to share relatable experiences and connect with people with whom he ordinarily wouldn’t have the opportunity. A sports enthusiast who enjoys being on and around the water, he’s a disc golfer who plays competitively as part of the Professional Disc Golf Association (PDGA). Devin was awarded the Presidents Club Award in 2019 from Ameritas Life and currently sits as the Communications Officer on the board of the Former Student Association of his Alma Matter, Texas A&M University. He also serves in Leadership for the Houston Live Stock Show and Rodeo. Devin and his fiancée Bethany plan to be married in May of 2023.

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Education

Texas A&M University, Maritime Business Administration, Minor in Economics

How can Devin help?

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Devin works in our Philadelphia office in Pennsylvania, see their office information here.
Philadelphia Office

Financial Tip

Without a plan, it’s merely a dream that hasn’t had the opportunity to become a clear and outlined achievable goal.