SBHRA Insurance Academy: Demystifying and Driving Financial Wellness
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Vice President | Financial Advisor
MBA, AIF, CRPS, C(k)P, CPFA
Mrs. Duex received her Master’s in Business Administration-Marketing (MBA/MKT) from the University of Phoenix and received her BA in Theatre Arts, Magna Cum Laude, from Point Park University, Pittsburgh, PA. Named to the Top Women Advisors list by the National Association of Plan Advisors 2016 (All-star), 2017, 2018 & 2019 (Captain), and recognized as one of the nation’s most influential retirement plan advisors by 401kWire (2009-2011).
Mrs. Duex was recognized as one of the Top Women in Business in 2012 by the Pacific Coast Business Times, and in 2013 was honored to be a part of the Pensionmark team recognized as the inaugural recipient of the PLANSPONSOR “Retirement Plan Adviser Multi-office Team of the Year”.
Prior to her current role as VP Financial Advisor - CAPTRUST, Devyn served as Vice President of Client Relations at Pensionmark assisting in their rapid expansion, from 2 locations to a national presence with over 65 since joining the team in 2006. Additionally, she specializes in compliance/risk management policies, and has traveled across the nation speaking to clients, participants, and industry professionals about various retirement plan topics. Her passion includes developing service deliverables that push and expand the industry while offering clients tools to manage their fiduciary responsibility and participants the ability to become more retirement ready.
I am honored to be part of a world-class organization that is focused on improving lives. CAPTRUST is considered a leader in the industry, boasts over a 98% client retention rate (average since 2007), continues to experience tremendous growth, and stays focused on the mission statement: to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
Community Service: Co-President CAPTRUST Community Foundation, President Peabody Charter Foundation & Nebula
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