Williams & Novak Wealth Management
32yrs
Top advisor by experience in San Tan Valley
New
Devon Gillard is a fiduciary financial advisor in San Tan Valley, Arizona, registered since Sep 2026. Devon has been with Edward Jones since 2026. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 25 advisors with offices in San Tan Valley, and one of 24 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
OfficeSan Tan Valley, AZ
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEdward JonesCurrent firm
Contact Devon
San Tan Valley, AZOffice · Get directions Firm main line(314) 515-2000Headquarters: Edward Jones · St. Louis, MOIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Devon
How do I contact Devon?
Call Edward Jones at (314) 515-2000 and ask for Devon Gillard. Devon works from the San Tan Valley, AZ office.
How long has Devon been a financial advisor?
Devon is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Devon 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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