Devaron Yates COO
"Your Financial Future. Our Capable Hands." Wealth Development Strategies LLC, we offer comprehensiv Devaron M. Mr. In addition to his community service, Mr.
Yates, a seventeen-year industry veteran, is currently the President and Chief Executive Officer of Wealth Development Strategies, LLC. Wealth Development Strategies was established in 1969 and is one of Houston's oldest comprehensive financial planning firms that offers personalized solutions for individuals and business professionals who wish to protect, grow and efficiently distribute their wealth. The boutique firm consists experienced associates who combine extensive financial experience and expertise to effect personalized client solutions. Yates joined the firm bringing leadership experience in the Financial Services Industry from multiple backgrounds. Yates is a 2004 graduate of Old Dominion University in Norfolk Virginia with a degree in Electrical Engineering and a minor in Finance. He has led organizations for private, fraternal & publicly traded investment and insurance companies in the Greater Houston Market. His leadership responsibilities include working with the immensely talented teams of licensed financial advisors, full-time employees and interns to ensure that they are utilizing their cumulative experience and expertise to serve their clients as efficiently, and effectively as possible. Yates embodies the same approach of service to his local Houston community as well. Since relocating to Houston, Texas from Virginia in 2008, Mr. Yates has been an extremely active volunteer within the greater Houston area. He is President Emeritus for Project Row Houses, member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (SFSP). He is also on the Advancement Committee at River Oaks Baptist School and the Advisory Committee at Valmark Financial Group. Yates has also had many leadership opportunities in the Greater Houston area. Yates licenses include Series 7, 6, 24, 26 and Group 1 Life, Health, Variable Insurance, and Mr. Yates is a certified CFP®. Yates loves spending time with his wife Tiffani, two sons Devaron Jr. and Drew, daughter Mila, and two Yorkshire terrier’s Caesar & Riley. In addition, he also enjoys traveling, reading, and sports.
01/10/2020
ATTN BUSINESS OWNERS: Can your Business fund your retirement? For every 10 business owners, only 3 have a written succession plan. Take the time to plan for your future by attending one of our upcoming workshops in Houston. Registration link is here: https://form.jotform.com/193454821389165
01/09/2020
ATTN BUSINESS OWNERS: Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future… Let us show you how!
Attend our upcoming event on Wednesday, January 15, 2020 at our office location 4203 Montrose Blvd., 5th Floor Houston, TX 77006. Spots are limited so register today!
Biz Equity Seminar Registration Please click the link to complete this form.
10/20/2018
4 financial goals you need to meet by age 40 http://ow.ly/6X8830meTNK
10/19/2018
The Importance of Cash Flow in Your Personal Financial Planning http://ow.ly/U1ZJ30meTMq
10/18/2018
Why You Should Run Your Household Like a Business http://ow.ly/K8si30meTKk
10/17/2018
How to invest in real estate without buying a home http://ow.ly/VxJe30meTIF
10/16/2018
In your 40s with no savings? Make these your next moves http://ow.ly/YSbH30meTGa
10/15/2018
The She Is A CEO Foundation was founded to encourage entrepreneurship, build self-esteem, independence & the love of charity among young girls & women http://ow.ly/Jtok30meTz2
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8 Greenway Plaza, Suite 1025
Houston, TX
77046
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 11pm |
| Sunday | 8am - 11pm |
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