
DEVIN VELNOSKEY
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.
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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- 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

Issue One: The Annual Exit Magazine

Know Your Gaps

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

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

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
