Devin Rountree serves as Vice President of Wealth Management at Global Wealth Management. He brings nearly two decades of experience helping individuals and families navigate complex financial decisions through personalized planning and disciplined investment guidance. Devin focuses on preparing clients for both expected milestones and unforeseen challenges, providing comprehensive strategies designed to support long-term financial stability and confidence.

Prior to joining Global Wealth Management in 2025, Devin held advisory and wealth management roles at several leading financial institutions. He served as a Senior Financial Advisor at Wells Fargo Advisors and previously worked as an Assistant Vice President and Financial Solutions Advisor at Bank of America Merrill Lynch. Earlier in his career, he advised clients at Morgan Stanley Wealth Management, where he developed a strong foundation in portfolio construction, retirement planning, and client-centered advisory services.

Devin holds a Bachelor of Arts in Economics with a concentration in Consumer and Family Economics from the University of Missouri–Columbia. He holds his Series 7 and Series 66 licenses, as well as his Life, Health, and Variable Annuity (2-15) license.