David DeVoe

DeVoe & Company, Founder & Managing Partner

David DeVoe is the founder and managing partner of DeVoe & Company.  Previously he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 300 advisors.

As part of this role, David also oversaw the Strategic Business Development sales team, which manages relationships with Schwab’s large, complex clients. The group’s segments included large national clients, consolidators, independent broker-dealers and TAMPs, custodying over $130B in assets at Schwab.

Previously, David was Director of Practice Management Programs at Schwab Advisor Services. He was responsible for developing and managing a suite of programs to help advisors with business-critical issues, including transition planning, compliance and human capital. Prior to this role, he led product strategy for Schwab Private Client, the company’s high net worth group focused on clients with $1 million or more in investible assets.

Before joining Schwab, David worked in the Strategy and Business Development Group at American Express, where he focused on business strategy and evaluating acquisition opportunities. Early in his career, he founded and managed several small businesses.
David holds a BA degree from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.