DEVIN VELNOSKEY

Velnoskey Wealth Advisors of Janney Montgomery Scott

Devin joined Velnoskey Wealth Advisors in 2022, bringing a deep background in portfolio strategy, private wealth planning, and business transition advisory. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), Devin specializes in helping business owners and families navigate the intersection of personal wealth, business value, and long-term legacy planning.


At the core of Devin’s approach is a commitment to next generation private wealth and legacy planning. He partners with clients to design cohesive, multi-generational strategies that integrate business transition readiness with personal financial goals. Whether preparing for a business exit, planning for heirs, or aligning charitable intentions with wealth transfer, Devin works to ensure clients are empowered to make well-informed, tax-efficient decisions that support lasting impact.


In his role, Devin leads the team’s efforts in business exit and transition strategy, acting as both a connector and strategic advisor. He collaborates with a broad network of professionals—including value growth advisors, family enterprise consultants, business brokers, CPAs, estate attorneys, investment bankers, and private equity contacts—to support clients through the full lifecycle of exit planning. His process helps owners assess their readiness, understand their “Wealth Gap,” and build toward a successful and intentional “third act” in life after their business journey.


Devin also brings extensive experience in tax-efficient portfolio design and management. Prior to joining the team, he served as a Senior Portfolio Strategist at a $400 billion global asset management firm, where he advised institutional investors, consultants, and wealth advisors on asset allocation, manager selection, and cross-asset investment opportunities. His work focused on aligning investment strategies with specific client objectives while optimizing for risk, return, and tax considerations. Devin began his career in the Institutional Securities Group at Morgan Stanley, supporting global sales and trading coverage for hedge funds and asset managers in global listed derivatives markets.

Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate. Now based in Florida, Devin expands our team’s ability to deliver personalized, relationship-driven advice to our growing client base across the Southeast.


In his free time, Devin enjoys golf, travel, non-fiction reading, and exploring sports analytics. He and his wife, Jennifer, are frequently joined on their adventures by their two Cavalier King Charles Spaniels, Beaumont and Dash. Together, they are active in their local community, supporting the theatrical and culinary arts, equine sports preservation, and classical liberal arts education.

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Devin joined Velnoskey Wealth Advisors in 2022, bringing a deep background in portfolio strategy, private wealth planning, and business transition advisory. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), Devin specializes in helping business owners and families navigate the intersection of personal wealth, business value, and long-term legacy planning.


At the core of Devin’s approach is a commitment to next generation private wealth and legacy planning. He partners with clients to design cohesive, multi-generational strategies that integrate business transition readiness with personal financial goals. Whether preparing for a business exit, planning for heirs, or aligning charitable intentions with wealth transfer, Devin works to ensure clients are empowered to make well-informed, tax-efficient decisions that support lasting impact.


In his role, Devin leads the team’s efforts in business exit and transition strategy, acting as both a connector and strategic advisor. He collaborates with a broad network of professionals—including value growth advisors, family enterprise consultants, business brokers, CPAs, estate attorneys, investment bankers, and private equity contacts—to support clients through the full lifecycle of exit planning. His process helps owners assess their readiness, understand their “Wealth Gap,” and build toward a successful and intentional “third act” in life after their business journey.


Devin also brings extensive experience in tax-efficient portfolio design and management. Prior to joining the team, he served as a Senior Portfolio Strategist at a $400 billion global asset management firm, where he advised institutional investors, consultants, and wealth advisors on asset allocation, manager selection, and cross-asset investment opportunities. His work focused on aligning investment strategies with specific client objectives while optimizing for risk, return, and tax considerations. Devin began his career in the Institutional Securities Group at Morgan Stanley, supporting global sales and trading coverage for hedge funds and asset managers in global listed derivatives markets.

Devin holds a degree in Economics from Fordham University, an MBA in Finance & Accounting from Regis University, and is a CFA Level II Candidate. Now based in Florida, Devin expands our team’s ability to deliver personalized, relationship-driven advice to our growing client base across the Southeast.


In his free time, Devin enjoys golf, travel, non-fiction reading, and exploring sports analytics. He and his wife, Jennifer, are frequently joined on their adventures by their two Cavalier King Charles Spaniels, Beaumont and Dash. Together, they are active in their local community, supporting the theatrical and culinary arts, equine sports preservation, and classical liberal arts education.

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  • Advisor Type: Wealth Manager
  • Website:
    https://advisor.janney.com/velnoskeyadvisors
  • Phone: 4102012088
  • City: Palm Beach
  • State: Florida
  • Postal Code:
  • Country: United States
  • Designations: CFP®, CEPA®
  • Markets Served:
  • Company Name: Velnoskey Wealth Advisors of Janney Montgomery Scott

DEVIN VELNOSKEY

Velnoskey Wealth Advisors of Janney Montgomery Scott
Issue One: The Annual Exit Magazine
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Articles
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Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
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Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
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Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
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Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
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The Value Acceleration Methodology

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Top Questions To Ask Your Business Owner's Advisors
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Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
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120-Day CEPA Playbook: Download the Playbook

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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
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2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
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2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
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2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.
5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper

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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Access My Courses
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Access My Courses

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Best-In-Class Whitepaper
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Best-In-Class Whitepaper

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Beyond CEPA Roadmap
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Business Attractiveness Scorecard
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Case Study: A Framework To Build Value In Your Business
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Case Study: A Framework To Build Value In Your Business

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Case Study: CEPA and M&A

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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value

Learn how the Five Stages of Value Maturity impact the growth and ultimate ..
Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm
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Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..
Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute

How Exit Planning Institute focused on improving their Human Capital.
Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees

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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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Learn more about value acceleration by downloading the case study which giv..
CEPA Development Scorecard
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CEPA: 2024 APR | Online
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CEPA: 2024 APR | Online

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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 FEB | Online

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CEPA: 2024 JAN | Online
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CEPA: 2024 JAN | Online

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CEPA: 2024 JUL | Online

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CEPA: 2024 JUN | Online
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CEPA: 2024 JUN | Online

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CEPA: 2024 MAR | Online
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CEPA: 2024 MAR | Online

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CEPA: 2024 MAY | Online
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CEPA: 2024 MAY | Online

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CEPA: 2024 OCT | Online
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CEPA: 2024 OCT | Online

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CEPA: 2024 SEP | Online

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Chapter Logos
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Chapter Logos

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Decentralizing the Business Owner
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Decentralizing the Business Owner

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Decentralizing the Business Owner
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Decentralizing the Business Owner

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Email Marketing Templates
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Email Marketing Templates

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EPI Chapter President Circle Meeting Notes
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EPI Chapter President Circle Meeting Notes

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners
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Case Study

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..
First Steps
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First Steps

The first steps after earning your CEPA designation.
Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity
Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic

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From Successful to Significant
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From Successful to Significant

The framework for a high value business transition.
From Successful to Significant Whitepaper
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From Successful to Significant Whitepaper

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Infographic: Beyond CEPA Path
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Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..
Infographic: Decentralizing the Business Owner
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Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..
Infographic: Five Stages of Value Maturity
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Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..
Infographic: The 5 D's
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Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..
Infographic: Who Has a Seat at the Table
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Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..
Issue One: The Annual Exit Magazine
Exit Planning Institute Image
Articles
Books/eBooks
PDF/Download
Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..
Know Your Gaps
Exit Planning Institute Image
Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..
Phase 1 Stage 1: The Value Maturity Index - Identifying Value
Exit Planning Institute Image

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..
The Impact of Unplanned Consequences on Business Value Whitepaper
Exit Planning Institute Image
Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..
The Value Acceleration Methodology
Exit Planning Institute Image
Infographic
Securian Approved Content
UBS Approved Content
Merrill Approved Content
MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..
Top Questions To Ask Your Business Owner's Advisors
Exit Planning Institute Image
Whitepaper

Top Questions To Ask Your Business Owner's Advisors

A detailed list of questions to ask your business owner's advisors written ..
120-Day CEPA Playbook: Download the Playbook
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PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..
2022 Colorado State of Owner Readiness Quick Look Brochure
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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..
2022 Colorado State of Owner Readiness Report
Exit Planning Institute Image
PDF/Download
UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..
2023 National State of Owner Readiness Report
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PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..
2024 Webinar Series
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Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.
2025 Webinar Series
Exit Planning Institute Image
Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.