UBS Financial Services
47yrs
Top advisor by experience in Greensboro
11yrs
Michael Devon has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Greensboro, North Carolina. Michael has been with Davenport & Company since 2022; before that, Michael spent four years at Fidelity Personal and Workplace Advisors and a year at Strategic Advisers. Michael holds the CFP® designation.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office628 Green Valley Road Suite 306, Greensboro, NC 27408
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$1.06 million
Advisors at the firm340
States licensed ?1 state
Services through Davenport & Company
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowDavenport & Company LLCCurrent firm
- 2018 – 2022Fidelity Personal and Workplace AdvisorsPreviously
- May 2017 – Jul 2018Strategic Advisers LLCPreviously
Contact Michael
(804) 780-2000Firm headquarters in Richmond, VA. Ask for Michael. 628 Green Valley Road Suite 306Greensboro, NC 27408Office · Get directions Firm websiteHTTP://WWW.INVESTDAVENPORT.COM
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Michael
How do I contact Michael?
Call Davenport & Company at (804) 780-2000 and ask for Michael Devon. Michael works from the Greensboro, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Davenport & Company reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Michael 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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