CLIENT SERVICE ASSOCIATE
As Formidable Asset Management’s Client Service Associate, Devon Berta is often the first point of contact for the firm’s clients.
She is an invaluable member of the staff, assisting clients and advisors, preparing communications, coordinating events, and serving as the go-to team member.
Devon is dedicated to serving clients in a positive and thorough manner and ensuring their satisfaction. She enjoys working closely with clients, getting to know them, and helping them navigate the firm’s resources.
Devon is relatively new to the financial services field and was trained in the performing arts. She earned her BFA from the College-Conservatory of Music at the University of Cincinnati and was a former professional ballet dancer in Cincinnati as well as Newport, Rhode Island.
She considers herself a lifelong learner, and has a goal of continuing to take in and learn from the advisors and others at the firm so she can better serve its clients.
When not working, Devon enjoys spending time with her family, cooking, and trying new foods.
“Having a new family of my own, I understand how important it is to protect and secure a good future. So, it’s my intent to help others get to where they need to succeed in their goals.”
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