William Blair & Company
47yrs
Top advisor by experience in Illinois
27yrs
Debra Devoe has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Chicago, Illinois. After two years at FDX Advisors and less than a year at Principal Securities, Debra joined Envestnet Portfolio Solutions in 2018, a firm offering investment management and selecting outside investment managers. Envestnet Portfolio Solutions reports being paid through a percentage of assets, subscription fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Chicago
OfficeOne North Wacker Drive, Suite 1925, Chicago, IL 60606
How the firm is paid ?Percent of assets, Subscription, Flat fee, Other
Typical client at the firm ?$283,423
Advisors at the firm3
States licensed ?1 state
Services through Envestnet Portfolio Solutions
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowEnvestnet Portfolio Solutions, Inc.Current firm
- 2014 – nowEnvestnet PMCCurrent
- Nov 2007 – Oct 2009FDX Advisors, Inc.Previously
- Jan 2005 – May 2005Principal Securities, Inc.Previously
Contact Debra
(312) 827-2800Firm headquarters in Berwyn, PA. Ask for Debra. One North Wacker Drive, Suite 1925Chicago, IL 60606Office · Get directions X (Twitter) pageEnvestnet Portfolio Solutions
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Questions to ask Debra
Tailored to Debra’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Debra
How do I contact Debra?
Call Envestnet Portfolio Solutions at (312) 827-2800 and ask for Debra Devoe. Debra works from the Chicago, IL office.
How long has Debra been a financial advisor?
Debra has been in the industry since 1999, about 27 years. Top 19% by experience in Chicago.
What licenses does Debra hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Debra a fiduciary?
Debra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Debra paid?
Envestnet Portfolio Solutions reports being paid by a percentage of the assets they manage, subscription fees, flat or fixed fees, other fees. Ask Debra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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