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Ryan Devaughn

Ryan Devaughn

Portfolio Manager at Trajan Wealth LLC

Tampa, FL , United States

About

Ryan DeVaughn is a Portfolio Manager at Trajan Wealth LLC, based in the Tampa, FL area. He is part of the Portfolio Management Group, where he provides fiduciary advisory services to clients, guiding them through investment strategies and asset allocation decisions. While specific asset classes are not detailed publicly, professionals in this group at Trajan Wealth typically focus on diversified portfolios for individuals and institutions, covering equities, fixed income, and multi-asset strategies.

Before joining Trajan Wealth in October 2022, Ryan served as an Investment Counselor at Fisher Investments, where he provided bespoke portfolio guidance for high net worth clients, and as a Business Banking Specialist at U.S. Bank, advising on financial solutions for businesses. His breadth of experience spans client advisory, portfolio construction, and business financial consulting, bringing a holistic perspective to wealth management.

Ryan holds degrees from Kaplan University, the University of North Carolina at Greensboro, and Appalachian State University, providing a strong foundation in finance and business. His track record is distinguished by a consistent focus on client outcomes and fiduciary responsibility, contributing to his positive reputation in the investment advisory sector.

Career History

OrganizationRoleDate RangeDetails
Trajan Wealth LLCPortfolio ManagerOct 2022 to Present
Fisher InvestmentsInvestment CounselorSep 2021 to Oct 2022
U.S. BankBusiness Banking SpecialistFeb 2020 to Sep 2021
NationwideNF Operations LeaderJan 2017 to Oct 2019
NationwideFinancial Sales Specialist (External Wholesaler)Apr 2014 to Jan 2017
NationwideRegional Internal Consultant (Internal Wholesaler)Jan 2012 to Apr 2014
NationwideVarious RolesJan 2010 to Jan 2012
Arena Football LeagueProfessional Football PlayerJan 2008 to Jan 2009

Education

Kaplan University

University of North Carolina at Greensboro

Appalachian State University

Others at Trajan Wealth LLC (14)

NameRoleLocation
Chfc® Simmons
Chfc® Simmons
Portfolio ManagerPhoenix, AZ , United States
D
David Busch
Co-Chief Investment OfficerScottsdale, AZ , United States
Fred Medina
Fred Medina
Portfolio ManagerParadise Valley, AZ , United States
Jennifer Bennett
Jennifer Bennett
Portfolio ManagerScottsdale, AZ , United States
Justin Junker
Justin Junker
Client Portfolio ManagerScottsdale, AZ , United States
Matthew Coffina
Matthew Coffina
Senior Portfolio ManagerNew York, NY , United States
P
Patricia Pellett
Client Portfolio ManagerScottsdale, AZ , United States
Sam Gabrielson
Sam Gabrielson
Portfolio ManagerScottsdale, AZ , United States
T
Thomas Kelleher
Client Portfolio ManagerPhoenix, AZ , United States
Udayan Mitra
Udayan Mitra
Chief Investment OfficerScottsdale, AZ , United States
Showing 1-10 of 14 team members

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