RWA Advisors

John Devaney is a financial advisor at RWA Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at PFS Investments Inc., Edward Jones, and Primerica Financial Services. In addition to his advisory role, he has been involved in the sale of loan products and home security and automation services through affiliated companies. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, provides Investment Policy Statements, and performs ongoing reviews and rebalancing, often using third-party money managers and custodians.

Robert Rubin is a financial advisor at RWA Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been managing RWA Advisors since 2008. Prior to this, he has been associated with The Leaders Group Inc since 2012. Outside of his advisory work, Rubin serves on the Board of Trustees at Florida Atlantic University and is an equity partner and board member of an entertainment startup. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, offers both discretionary and non-discretionary management, and provides ongoing account monitoring and periodic rebalancing.