Devon Maxey
Workplace Planning Consultant at Fidelity Investments | Dallas-Fort Worth Metroplex
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Devon Maxey serves as a Workplace Planning Consultant at Fidelity Investments, where he leverages his extensive expertise in retirement planning and financial services to empower clients in making informed decisions about their 401(k) plans. With a strong commitment to customer service, Devon aims to ensure that every interaction leaves clients feeling confident and satisfied with their financial choices. His role involves providing tailored advice that aligns with individual financial goals, helping clients navigate the complexities of retirement savings and investment strategies.
In his current position, Devon is actively involved in key projects that focus on enhancing the client experience through personalized financial planning. By utilizing his proficiency in Microsoft Excel and time management, he analyzes client portfolios and develops actionable strategies that optimize retirement outcomes. Devon's background in the pharmaceutical industry has equipped him with unique insights into the financial needs of healthcare professionals, allowing him to cater his services to a diverse clientele.
Devon's collaborative spirit and ability to work independently make him an invaluable asset to the Fidelity team. He thrives in environments that require teamwork and effective communication, ensuring that clients receive comprehensive support throughout their financial journey. By combining his knowledge of finance with a passion for customer service, Devon Maxey is dedicated to helping clients achieve their retirement aspirations while reinforcing Fidelity Investments' reputation as a trusted broker in the industry.
Workplace Planning Consultant at Fidelity Investments in July 2022 to Present
Specialty Sales Consultant at ASD Healthcare in February 2019 to January 2021
Financial Analyst at ICS - AmerisourceBergen in October 2016 to February 2019
Chargeback Analyst at ICS - AmerisourceBergen in November 2015 to October 2016
Customer Care Representative at ASD Healthcare in January 2015 to October 2015
Customer Care Intern at ASD Healthcare in May 2014 to August 2014
Finance Intern at ICS - AmerisourceBergen in June 2013 to August 2013
Finance Intern at ICS - AmerisourceBergen in May 2012 to August 2012
Sales Associate at GAP Kids Outlet in October 2008 to March 2011
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The University of Texas at Dallas, Bachelor's of Science, October 2026
Texas Tech University, Bachelor of Business Administration (B.B.A.), October 2026
Collin County Community College, associates of science, October 2026
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Business Development
Pharmaceutical distribution
Financial Planning
Customer Service
Microsoft Office
Data Analysis
Teamwork
Comfortable working independently
Microsoft Excel
PowerPoint
Time Management
Due Diligence
Economics
Emotional Intelligence
Databases
Finance
QuickBooks
Financial Analysis
Pharmaceutical Sales
Sales
Pharmaceutical Industry
Account Management
Healthcare
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Discover more about Fidelity InvestmentsWhat is Devon Maxey email address?
Email Devon Maxey at [email protected] and [email protected]. This email is the most updated Devon Maxey's email found in 2026.
What is Devon Maxey phone number?
Devon Maxey phone number is 4696675863.
How to contact Devon Maxey?
To contact Devon Maxey send an email to [email protected] or [email protected]. If you want to call Devon Maxey try calling on 4696675863. (updated on August 25, 2024)
What company does Devon Maxey work for?
Devon Maxey works for Fidelity Investments
What is Devon Maxey's role at Fidelity Investments?
Devon Maxey is Workplace Planning Consultant
What industry does Devon Maxey work in?
Devon Maxey works in the Financial Services industry.
Devon Maxey Email Addresses
Devon Maxey Phone Numbers
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