Devyn Duex is an institutional retirement plan advisor based in Santa Barbara, CA.
Devyn joined CAPTRUST in 2015 as a principal and financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. She is motivated to develop service deliverables that push and expand the industry while offering clients tools to manage their fiduciary responsibility.
Prior to CAPTRUST, Devyn served as vice president of client relations at Pensionmark and has worked in the industry since 2004. When she is not in the office or with a client, Devyn enjoys dancing, biking, swimming, running, traveling, and spending time with her family.
Education
- Bachelor of Arts degree in theater arts, Magna Cum Laude, from Point Park University
- Master of Business Administration in marketing from the University of Phoenix
Industry Designations
- Accredited Investment Fiduciary®
- Certified 401(k) Professional
- Certified Plan Fiduciary Advisor
- Chartered Retirement Plans Specialist℠
Memberships
- Society for Human Resource Management
- Santa Barbara Human Resource Association
- Co-President, CAPTRUST Community Foundation
- Founder/President & Artistic Director, Nebula Dance Lab
- President, Peabody Charter Foundation
- Volunteer, MOXI
- Volunteer, Santa Barbara Boys & Girls Club
- Volunteer, World Vision
Awards & Recognition
- PLANADVISER Top Retirement Plan Advisers | 2023
- NAPA Top Women Advisors, Captains | 2023
- NAPA Top Women Advisors | 2016, 2017, 2018, 2019, 2020, 2021, and 2022
- Pacific Coast Business Times Top Women in Business for the Tri-Counties (Santa Barbara, Ventura, and San Luis Obispo)
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Santa Barbara)
- 401kWire Most Influential Retirement Plan Advisors | 2009, 2010, and 2011
- Barron’s Top Institutional Consultants | 2023 (Team Duex)
