Troy Devers
3751 Robert M. Grissom Pkwy
Myrtle Beach, SC29577
Troy Devers is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who serves as a senior vice president of Pinnacle Asset Management and a financial representative with Raymond James Financial Services, Inc., member FINRA/SIPC. He helps clients with comprehensive, goal-based financial planning with a focus on retirement income planning, as well as employer-sponsored retirement plans.
Troy began his career as a financial consultant in 1995 at Merrill Lynch before moving on to Carolina First Securities, BNC and then Pinnacle Asset Management. He now works from the firm’s Grissom office in Myrtle Beach, SC.
In addition to his CFP® designation, Troy is also a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Wealth Management AdvisorSM (AWMA®), an Accredited Portfolio Management Advisor (APMA®), an Accredited Investment Fiductiary (AIF®), a Certified Divorce Financial Analyst (CDFA®) and a Certified Plan Fiduciary Advisor (CPFA®). He is originally from Virginia but lives in Murrells Inlet with his wife and three children.
Education
- Bachelor of Arts, Management and Marketing, University of South Carolina
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
- Chartered Retirement Planning CounselorSM (CRPC®) designation
- Accredited Wealth Management AdvisorSM (AWMA®) designation
- Accredited Portfolio Management Advisor (APMA®) designation
- Accredited Investment Fiduciary (AIF®) designation
- Certified Divorce Financial Analyst (CDFA®) designation
- Certified Plan Fiduciary Advisor (CPFA®) designation
- Series 7, 9, 10, 63 and 65 securities licenses
- Life, Accident and Health and Long Term Care Insurance licenses
Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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