My mission is to help you plan for the things that matter most. I create personalized financial plans and investment strategies designed to support you and your family in achieving your goals with confidence and clarity.
Edward Devenish
Financial Advisor
300 Broadhollow Road
Melville NY 11747
(631) 351.5073
(631) 351.5073
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My mission is to help you plan for the things that matter most. I create personalized financial plans and investment strategies designed to support you and your family in achieving your goals with confidence and clarity.
Profile
| Edward Devenish is a Financial Advisor and Senior Portfolio Advisor with The Kogel Donato Wealth Management Group at Merrill. He partners with clients to help them navigate investment decisions, manage risk, and implement strategies aligned with their long‑term financial goals. Edward joined Merrill in 2024, bringing a strong focus on disciplined portfolio construction and thoughtful, goals‑based planning. In 2026, he joined The Kogel Donato Wealth Management Group, where he collaborates closely with the team to deliver potential comprehensive wealth management solutions tailored to each client’s unique circumstances. As part of a team‑based approach, Edward is committed to providing personalized service, clear communication, and ongoing guidance through changing market environments, helping clients make informed decisions with confidence. *A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. |
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Recognition
Forbes "Best-in-State Wealth Management Teams", 2026
(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)
Insights
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Edward Devenish is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, VT.