Robert’s Approach
Robert M. DeVries
AWMA®, CRPS®, MBA
Financial Advisor / Member Owner
Overview
Robert is a financial advisor in Savant’s Satellite Beach and Orlando, FL offices. He is an Accredited Wealth Management AdvisorSM (AWMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®).
Robert has been involved in the financial services industry since 1996. He joined FirstWave Financial in 2012 and was a WealthCoach™ and Retirement Plan Specialist from 2014 until it joined with Savant in 2024. Prior to joining FirstWave, Robert was the marketing manager for an insurance services firm, where he was responsible for the development of nationwide retail agent network. Before that, he was a portfolio manager for a wealth management firm.
Robert serves as a board member for Children’s Home Society of Florida and as the treasurer for the Space Coast Porsche Club of America.
Robert earned a bachelor of arts degree from the University of Michigan and a master of business administration (MBA) degree in finance from the Stern School of Business at New York University.
Robert and his wife Jackie have two children, Matthew and Amelia. He enjoys cheering on the Michigan Wolverines and watching professional soccer, especially the Arsenal Football Club. He is a big golfer and occasionally joins his golf buddies on a golf junket to England or Ireland.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- University of Michigan
Bachelor of Arts - New York University, Stern School of Business
Master of Business Administration (MBA) in Finance
Professional Designations
- Accredited Wealth Management Advisor®
- Chartered Retirement Plans Specialist℠
Affiliations
- Children’s Home Society of Florida – board member
- Space Coast Porsche Club of America – treasurer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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