Devyn Bond
Financial Advisor at
Rightview Private Wealth
Years of Experience
3 years
Number of Clients
110
Average Client Size
$1,400,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
One thing I want my client to know about me is that I guide clients with clarity, integrity, and a fiduciary mindset, always prioritizing their best interests. I focus on helping them understand their financial picture so they can build lasting financial confidence.
Clientele
I work with individuals and families who value stewardship, integrity, transparency, and a true client-first relationship when it comes to their financial lives. Most of the people I serve are working professionals, business owners, and pre-retirees who have worked hard to build their wealth and want to be intentional about how it’s managed going forward.
Services Provided
Investment Management
Estate Planning Strategies
Insurance
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Divorce Financial Analyst®
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Southern Wesleyan University
Finance/Economics
Obtained in 2023
Advisor Links
Disclosures and Proof of License
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