Simone Devenny
Head of Private Wealth Strategies
J.D.
Simone Devenny is Head of Private Wealth Strategies at Allworth Financial. A seasoned wealth management expert with more than 25 years of experience working with both advisors and clients, Simone brings deep insight and practical guidance to high-net-worth families. She specializes in solving complex issues related to estate and tax planning, concentrated position management, and multi-generational wealth transfer. Her expertise also includes pre-liquidity
planning for business owners, tax-efficient portfolio construction, philanthropic strategy, and family governance.
Prior to Allworth, Simone spent over a decade serving clients in a variety of roles at firms including Morgan Stanley and Fidelity Investments. Earlier in her career, she founded a boutique law practice, offering highly personalized solutions to clients with sophisticated estate and tax planning needs. She holds a B.A. from Boston College and a J.D. from Boston College Law School.
The most meaningful solutions are rarely one-size-fits-all. I specialize in creating highly personalized strategies that address the unique complexities of each high-net-worth investor’s financial situation. My approach is centered on simplifying complexity, protecting wealth, and supporting long-term success for families across generations.
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