Devaron M. Yates, CFP®, CPWA®, ChFC®, CLU®, CEPA® in

Devaron M. Yates, CFP®, CPWA®, ChFC®, CLU®, CEPA®

Login to view DISC.
President and Chief Executive Officer at Wealth Development Strategies, LLC
📍 Houston, Texas, United States

Devaron Yates is the President and CEO of Wealth Development Strategies, LLC, with over seventeen years of experience. A Certified Financial Planner® and graduate of Old Dominion University, he provides personalized financial solutions for individuals and business professionals, helping them protect, grow, and distribute wealth.

Outside of his professional life, Devaron has a background in sports, having played varsity football and basketball. He is also involved in his community, showing support for philanthropic organizations focused on advancing educational opportunities for future generations, such as the UNCF.

He specializes in helping business owners understand the true value of their business to prepare for succession and achieve their personal financial goals.

Read the full overview →
Experience
19 Years
Current Role
President and Chief Executive Officer
Job Level
Leadership
Location
Houston, Texas, United States
Personality Overview

How Devaron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Devaron cares about

Business Succession
He frequently organizes workshops for business owners in Houston, emphasizing the critical need for succession plans to secure their financial future and retirement.
Entrepreneurship
His work focuses on providing tailored financial solutions for business professionals, helping them navigate the complexities of wealth management and growth.
+4 more topics Login to view topics
Career

Work history

3-2019
President and Chief Executive Officer
Wealth Development Strategies, LLC
9-2015 - 3-2019
COO & Managing Director
Wealth Development Strategies, LLC
2-2011 - 12-2013
Producer
Foresters
8-2008 - 12-2013
Division Manager
First Investors Corporation
11-2006 - 8-2008
Senior Financial Services Rep
First Investors Corporation
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2019 - 2020
Certificate for Certified Private Wealth Advisor®
Yale School of Management
2018 - 2020
Chartered Life Underwriter®
The American College of Financial Services
2014 - 2016
Certificate in Financial Planning
University of Georgia - Terry College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Devaron. Free, 10 seconds.