Jacob Devlin

Mr. Devlin is responsible for developing comprehensive financial plans tailored to the client's goals and risk tolerance.  He also closely monitors industry trends, regulatory changes, and market trends to ensure quality advising. He works closely with the Investment Committee and Lead Advisor to ensure that the recommendations made are in line with the client's long-term goals.  His additional responsibilities include data gathering, modeling, case design, presentation development, and compliance assurance.

Background: Mr. Devlin is starting his professional career at Covington Investment Advisors.  He is a recent graduate from Saint Vincent College with a bachelor's degree of Science in Finance and Business Economics. He is continuing his education by studying to obtain his Series 65 and Certified Financial Planner certification.

Mr. Devlin may be reached at our office number or by email at jdevlin@covingtoninvestment.com