Devon abbiate
I’m Devon Abbiate, Client Service Specialist at Stratos Private Wealth, San Diego.
858.964.0988
Experience
As a San Diego native, I returned home after earning my Bachelor's degree in Business Communications from Arizona State University. I began my career in wealth management at LPL Financial as a Business Transitions Partner, where I worked closely with financial advisors to help transition their businesses to the firm through an efficient and organized onboarding process.
I'm motivated by the opportunity to contribute to an exceptional client experience and help support our advisors and the families they serve.
Personal Interests
Outside of work, I enjoy staying active and embracing new challenges. Growing up, soccer gave me the opportunity to travel internationally and compete in tournaments across Italy, Sweden, and Spain, experiences that fostered my love of teamwork, competition, and exploring new places.
My time at Arizona State also introduced me to golf, which has become one of my favorite hobbies. I'm usually trying out new challenges whether it's a difficult workout, standing up on a surfboard, or watching my sports teams invent new ways to lose year after year.
Specialties
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Client Relationship Management
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Advisor Support
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Account administration and Support
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Operations and Process Improvement
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Client Communication and Onboarding Support
- Problem Solving
- Offboarding and transitional assistance
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