Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 

678.971.1337

Access Your Account

☰ Menu

Deven Patel

Deven Patel

Financial Advisor, RJFS
Associate Financial Planner, Windsor Wealth

Deven Patel is the newest member of Windsor Wealth Planners & Strategists as a Financial Advisor and an Associate Financial Planner.  He has a passion for serving others and strives to make a difference in our client’s lives. He served as a member of the Student Financial Planning organization at UGA, and he is currently pursuing his CFP® certification designation.

Deven will be implementing the Windsor Wealth Financial Planning process by making it a priority to understand our clients’ financial puzzle. He will help clients identify and prioritize their goals and concerns to maximize their investments and savings to help them fulfill their financial goals.

Deven Patel grew up in Flowery Branch, Georgia and attended Buford City Schools. He played a lot of different sports which ranged from Football to Soccer to Golf, and ultimately ended up sticking with lacrosse throughout high school.

After high school, Deven began his college career at Georgia Southern where he initially majored in mathematics. During the 2 years he spent at Georgia Southern, he played lacrosse for their club team and got elected to serve on the board of directors after his freshman year.

In 2019, Deven transferred to the University of Georgia to start his junior year. He started his career at UGA as a biochemical engineering major, where he began to realize that he did not want to do that for the rest of his life. This led to his discovery of UGA’s Financial Planning program. After some thought and advice from friends and family, he went on to Graduate from with a B.S. in Financial Planning in 2022.

In his free time, Deven Patel enjoys spending time with his friends and family and cheering on the Georgia Bulldogs.

If you are interested in working with Deven, contact us today. 

Bobbie Denton

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.