
Devon McArdle
Managing Director
McDonald Partners LLC
United States, Michigan, Ann Arbor
About Me
Since joining McDonald Partners as Managing Director in 2008, Devon McArdle self-describes her role as the “quarterback” of the financial team. She consistently delivers clients with comprehensive wealth management solutions, which entails the coordination of financial planning, retirement services, insurance and investment strategies, education planning, and trust/estate planning. Devon personally manages customized investment portfolios for her clientele, including individual stock selections. Devon has an impressive track record in financial services, with 24 years of experience in the securities industry. She began her career with the Equity Capital Markets team at Credit Suisse First B
Profile Information
Managing Director
McDonald Partners LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Ann Arbor
Michigan
United States
May 15, 2024
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