
Anne Devlin Administrative Assistant adevlin@dbroot.com
Anne joined D.B. Root in July 2008, and she provides valuable support in the processing of all aspects of administrative paperwork for the advisory team of Carrie Coghill-Kuntz and Michael Cooley, such as fund transfers and new applications. Anne is instrumental in the follow-up with outside investment sources to ensure prompt and accurate processing of all client paperwork. Prior to joining the firm, Anne gained considerable experience working in the insurance industry for 15 years, as well as two years working primarily for financial planners with Lincoln Financial. Anne is meticulous, thorough and possesses great attention to detail.
Anne and husband Ray enjoy weekend camping getaways. She is an avid reader and enthusiastic amateur cook.
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