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Cassandra Lee Devore

Expert Investment Broker, Wealth Management Specialist, Financial Strategist
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Cassandra Lee Devore

20

Years

of expertise in Investment Strategy & Wealth Management

With decades of experience, Cassandra Lee Devore specializes in managing investment portfolios, assessing risks, and planning for a secure financial future.

Personalized Investment Solutions

Strategic Financial Planning

Proven Track Record

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Satisfied Clients

987

Cassandra has successfully transformed the financial portfolios of numerous clients, ensuring sustainable growth and security.

Portfolios Managed

456

Her data-driven approach and market insights have been key to her long-lasting success.

Skills & Expertise

Cassandra’s skill set is honed through years of experience in financial markets and investment planning.

Core Skills

Financial Analysis
98%
Investment Strategy
95%
Risk Management
97%
Market Research
94%
Portfolio Management
96%
Client Relations
93%
Senior Investment Advisor

2005 - Present

Elite Wealth Management
Portfolio Manager

2000 - 2005

Global Investments Inc.
MBA in Finance

1998 - 2000

Harvard Business School
Bachelor in Economics

1994 - 1998

University of Pennsylvania

My Services

Partner With Me

Investment Portfolio Management

Tailored for You
Strategically managing your investments to maximize returns while mitigating risk.

Wealth & Retirement Planning

For Your Future
Comprehensive strategies to secure your financial future and achieve long-term goals.

Risk Assessment & Mitigation

Stay Secure
Evaluating market risks and safeguarding your assets with data-driven strategies.

Corporate Investment Consulting

Business Focused
Providing expert advice for corporate investments and strategic business growth.

Current Portfolios

  • All
  • Investments
  • Wealth Management

Testimonials

“Cassandra’s strategic insights transformed my investment portfolio, ensuring long-term financial growth.”

Serah
Nurse

“Her expertise in risk management and financial planning is unmatched.”

Jason
Teacher

“A trusted advisor for both personal and corporate investments.”

Eve
Bartender

Let's Work Together

Get In Touch

Mail me:

info@cassandraleedevore.com

Get in touch for expert investment advice and wealth management solutions.

© Cassandra Lee Devore, All Rights Reserved.