- Over 17 years of experience
- Licensed in 45 states
- Ranked #69 out of more than 19,000 LPL Financial independent advisors
- Designation: Accredited Investment Fiduciary ® (AIF ®)
- Professional Registrations: FINRA Series 6, 7, 24, 63, 65, and Securities Industry Essentials Examination
About Devin Garofalo
Devin Garofalo, AIF® is the Chief Executive Officer and Wealth Advisor of Colonial River Wealth Management. He brings over 17 years of industry experience.
From his start in the insurance industry training brokers, Devin determined early on that his interest was in helping people improve their lives. He launched Colonial River with a focus on helping clients prepare for retirement, invest in their own businesses, and move forward proactively with other life decisions.
Over time, Devin grew the firm to include an executive leadership board and office staff who provide support to the firm’s financial advisors and help them execute client-forward service. Today, Devin’s favorite part of the job is seeing his clients pursue their financial goals and personal visions throughout their various life stages and using his experience to coach both new and seasoned advisors.
Devin serves as the LPL Branch Manager over the Office of Supervisory Jurisdiction (OSJ) for the advisors at Colonial River Wealth Management at office in Midlothian, Newport News, Williamsburg, Staunton, and Fredericksburg. His professional registrations held with LPL Financial include the FINRA Series 6, 7, and 24, General Securities Representative Registrations, the Series 63 Uniform Securities Agent, as well as the Series 65. Devin is an Accredited Investment Fiduciary® (AIF®) and holds Life, Health, and Variable Annuity licenses with the state of Virginia. In 2022, Devin was honored as one of LPL Financial’s top advisors, earning inclusion in LPL’s Executive’s Council, an elite reward presented to less than 0.5% of the firms more than 19,000 advisors nationwide. *
Devin is an avid sports fan who enjoys watching and coaching youth basketball, football, and baseball. He is a volunteer with a local scout troop, through which he is an Eagle Scout. He enjoys traveling, reading, and spending time with his wife, Heidi Garofalo, and their children.
*Achievement is based on annual production among LPL Advisors only