Our Team

About the Founder

Thomas Phelps DeVol

tomThomas Phelps DeVol, the founder of DeVol Insurance & Financial Services, grew up in the suburbs of Philadelphia. His father had an extensive and impressive career both in life insurance and as a teacher at the Wharton School of Insurance and Risk Management. In 1978, Tom, like his father, entered the financial services business at Commercial Union Insurance Company. In 1987, he became Vice President at Bartlett-Lee Insurance Agency in Lexington, Massachusetts. After moving to a larger insurance company, Tom became convinced that there was a conflict between what the company wanted and what his clients wanted. In order to give his clients the service and experience they deserved, in 1997, Tom launched DeVol Insurance & Financial Services.

 

Today, Tom’s focus is on retirement income planning. He enjoys listening to his clients’ ideas about their plans for retirement and helping them transform those ideas into an attainable plan for the future. His persistence and diligence are the key to his success —and that of his clients.

 

Tom earned a Bachelor of Arts degree at the University of Virginia, and a Master of Divinity degree at Andover Newton Theological School. He has earned an additional degree and several designations and certifications including:

 

• MSFS: Masters of Science in Financial Services

• CLU: Chartered Life Underwriter

• ChFC: Chartered Financial Consultant

• AIF: Accredited Investment Fiduciary

• RICP: Retirement Income Certified Professional

• CFP: Certified Financial Planner

 

To earn the CFP® Certificate Tom had to complete an approved educational program, pass rigorous examination, and meet stringent experience requirements. Tom also adheres to a professional Code of Ethics, and he fulfills annual continued education requirements to remain aware and current in planning strategies and financial trends.

 

Tom has three children and lives with his wife, Connie, and their youngest child in Newton, Massachusetts. He enjoys gardening, biking and opera.

 

Tom can be reached at: td@devolfinancial.com or 617-964-6404.

 

 

Administrative Assistant

Connie G. DeVol

Connie’s interest in investments and insurance was ignited when she met Tom. She now firmly believes that putting clients first and her boss a close second are key to her success.

Assisting Tom in his business is a natural fit for Connie. Her creativity compliments Tom’s analytic mind and she often helps him brainstorm to find innovative solutions that best meet clients' needs and optimize administrative procedures. Connie’s keen sense of detail and accuracy with numbers keep DeVol Financial’s client accounting on track. Clients appreciate Connie’s responsiveness and she, in turn, is happy to manage all administrivia for them.

Connie received an AB in Psychology at Brown University in Rhode Island. She is the Treasurer of Little People of America's Camp Come-as-You-Are. A lifelong New Englander, Connie lives with her husband Tom, and their two children in Newton, Massachusetts. She loves brisk walks, gluten-free baking, flower arranging, knitting, watching movies and listening to music.

Connie can be reached at: cgd@devolfinancial.com or 617-964-6404.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck