Jacob Devlin

Mr. Devlin is responsible for developing comprehensive financial plans tailored to the client's goals and risk tolerance.  He also closely monitors industry trends, regulatory changes, and market trends to ensure quality advising.  He works closely with the Portfolio Manager and Lead Advisor to ensure that the recommendations made are in line with the client's long-term goals.  His additional responsibilities include data gathering, modeling, case design, presentation development, and compliance assurance.

Background: Mr. Devlin is starting his career at Covington Investment Advisors.  He will graduate from Saint Vincent College in May 2025 with a bachelor's degree of Science in Finance and Business Economics.  Upon graduating he will also obtain a series 65 and CFP certification.

Mr. Devlin may be reached at our office number or by email at jdevlin@covingtoninvestment.com