Carlie Devaney

Sr. Associate, Financial Planning & Analysis at The Newport Group - Walnut Creek, CA, US

Carlie Devaney's Colleagues at The Newport Group
Susan Bennett

Senior Financial Services Analyst

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Jamie Roach

Senior Relationship Manager, Operations

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Vanessa Stewart

Quality Assurance Technician

Contact Vanessa Stewart

David Kaufman

Senior Database Administrator

Contact David Kaufman

Ricardo Aponte

Retirement Education Specialist

Contact Ricardo Aponte

Tracy Mobley

Client Services Manager

Contact Tracy Mobley

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Carlie Devaney's Contact Details
HQ
925-328-4540
Location
Greensboro, North Carolina, United States
Company
The Newport Group
Carlie Devaney's Company Details
The Newport Group logo, The Newport Group contact details

The Newport Group

Walnut Creek, CA, US • 1000 - 4999 Employees
Financial Services

Newport helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services.Since 1985, we have been a growing and dynamic enterprise, providing solutions to some of the most respected companies in the United States, from small businesses to the Fortune 1000.Our clients and their financial advisors rely on us for our independent and objective approach, our expertise, and our dedication to the highest level of flexible, responsive service.-----Copyright © 2015-2022 Newport Group, Inc. All rights reserved.Unauthorized access is prohibited. This site is designed for U.S. residents only.Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser and subsidiary of Newport Group, Inc., an Ascensus Company.Securities are offered through Newport Group Securities, Inc., a dually registered investment advisor and broker dealer, member FINRA and affiliate of Newport Group, Inc., an Ascensus Company. Securities in California are offered under the Newport Securities Insurance Services. See BrokerCheck for more information. Other insurance products may be offered by Newport Group, Inc. For more information about Newport Group Consulting and its services, please refer to our Form ADV Part 2A.Newport Trust Company, is a New Hampshire state chartered trust company and subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

Retirement Plan Services Defined Contribution / Defined Benefit 401(k) 403 (b) Open Architecture Recordkeeping and Administration ERISA Actuarial Services ESOP Employee Benefit Consulting Compensation Consulting Flex Plan Services / Cafeteria Plans Financial Services Financial Advisory Services Financial Transaction Processing Finance
Details about The Newport Group
Frequently Asked Questions about Carlie Devaney
Carlie Devaney currently works for The Newport Group.
Carlie Devaney's role at The Newport Group is Sr. Associate, Financial Planning & Analysis.
Carlie Devaney's email address is ***@newportgroup.com. To view Carlie Devaney's full email address, please signup to ConnectPlex.
Carlie Devaney works in the Financial Services industry.
Carlie Devaney's colleagues at The Newport Group are Susan Bennett, Jamie Roach, Jessica Mertz, Vanessa Stewart, David Kaufman, Ricardo Aponte, Tracy Mobley and others.
Carlie Devaney's phone number is 925-328-4540
See more information about Carlie Devaney