Mr. Devlen is a member of our Tax Accounting and Wealth Management Departments. Prior to joining us, he was a senior associate with WTAS, LLC (formerly Arthur Andersen) in West Palm Beach, where he gained substantial experience in federal and state tax compliance and investment consulting and reporting. He was also a mentor at WTAS, where he trained and developed staff and interns. Prior to joining WTAS, Mr. Devlen interned with the Multistate Tax Commission in Washington, D.C. He was also responsible for coaching financial wellness for the executives of a large public company. While with the Firm, Mr. Devlen has been focused on client income and estate tax planning; overall integration of client wealth management; state and federal fiduciary tax compliance; and estate and gift tax planning and compliance.
A magna cum laude graduate of the University of Notre Dame’s Master’s of Science in Accountancy, Mr. Devlen obtained his BS degree in accountancy at Florida State University.