Devon Black

Devon Black

Financial Planning Case Consultant

Devon Black began her career in 2013 with Baystate Financial and has been with the Financial Planning Department since mid-2015. As a Financial Planning Case Consultant, Devon is responsible for overseeing the financial plan development process ensuring that recommended strategies are in line with the client’s goal and financial well-being.  

The customized solutions within financial planning empower clients to make informed decisions. Strategies are focused around the six areas of financial planning, including Financial Position, Risk Management, Wealth Accumulation, Tax Planning, Retirement Planning, and Estate Planning.

Devon graduated in 2013 from Isenberg School of Management at UMass Amherst with a bachelor’s in finance and a concentration in Risk Management. In addition, she holds her Life/Health Licenses and Series 7 Registration and is currently taking certification course requirements at Boston University to obtain other professional designations. Devon currently lives in Boston and in her free time enjoys kayaking, hiking and being outdoors.

CRN202111-256624