“I’ve always been able to connect with people — to really listen and empathize. That drew me to a role where I can forge strong relationships with clients.”
Devon’s Role at Marshall Financial
Devon was ready for a career change when she applied for an opportunity with Marshall Financial. “Growing up in Doylestown, I’d walked past the office many times,” she says. She joined the firm as our receptionist and was quickly drawn to the client-service side of the business, earning her Financial Paraplanner Qualified Professional (FPQP™) designation and becoming a Client Care Specialist. Soon after, her marketing and graphic design background was put to use by taking on the added role of Marketing Coordinator.
Devon splits her time between both roles: supporting our clients and Wealth Advisors by handling the administrative tasks that turn financial plans into action, and coordinating the firm’s marketing activities. She develops our social media content, writes some of our blogs, and helps maintain our website.
Get to Know Devon
Devon is passionate and motivated—the kind of person who puts a great deal of herself into her work—and that’s something her colleagues and clients appreciate. “When I came back from maternity leave, hearing my coworkers say how excited they were to have me back was the best compliment I could ever receive!” she says.
Devon recently took up calligraphy and finds the craft relaxing. “The sound of the pen on paper is almost meditative,” she says. Her most ambitious project was a watercolor painting of a rainbow for her baby’s nursery, with “Sweet Dreams” overlaid in calligraphy. She’s also an avid reader who was fortunate to meet her favorite author, Stephanie Perkins, at a Doylestown Bookshop signing.
With Marshall since 2017
In financial services since 2017
BA, Delaware Valley University
With schools closed, sporting events cancelled, and restaurants limited to takeout-only, social distancing means being