meet the team

Devin Patel

Meet devin patel, Client Portfolio Manager & Planning Partner

Devin Patel is a licensed Financial Professional at The Hidden Wealth Solution. Devin oversees custom portfolio management and is a licensed Investment Advisor Representative. In this role, he acts as a fiduciary for our clients, helping them structure institutional portfolio’s with reduced risk, increased performance and cost savings. Devin is a planning firm partner and helps oversee all client case reviews.

Devin graduated from the University of South Florida, earning a Bachelor’s of Science in Finance. He was a member of the USF Men’s Golf Team, garnering Big East Player of the Week honors and a spot on the Big East Conference Commissioner’s Honor Roll.


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