Who We Are

Devery R. Cagle, CFP®, CRPC®, CAPTM

Devery “Rusty” Cagle, CFP®, CRPC®, CAPTM is the founder and President of ASE Wealth AdvisorsTM.   ASE Wealth AdvisorsTM is a financial services firm that specializes in strategies for preserving wealth, reducing tax burdens, and sustaining a family legacy.  The firm’s holistic approach focuses solely on its clients’ goals and values and coordinates all trusted advisors to align their advice providing an extraordinary wealth management experience. 

Rusty’s extensive background in wealth management began with American Express Financial Advisors, Inc. over a decade ago where he was recognized with numerous awards including the President’s Advisory Award for Quality of Objective Advice.  His commitment to a higher fiduciary standard of excellence led to obtaining the CERTIFIED FINANCIAL PLANNERTM Practitioner certification and to building his own financial services firm.

In addition to holding the CFP® certification, he obtained the CRPC® (Chartered Retirement Planning Counselor) certification and the CAPTM (Chartered Advisor in Philanthropy®) designation. 

Education/Certification
·    CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
·    CHARTERED RETIREMENT PLANNING COUNSELORsm  professional (CRPC™)
·    Chartered Advisor in Philanthropy® (CAP™)
·    BS in Business Administration, Lander University, SC
Licenses
·    Series 7 – Registered Representative
·    Series 24 – Registered Principal
·    Series 65 – R.I.A. (Registered Investment Advisor)
·    Series 63 – Uniform State Securities
·    Life, Accident, and Health Licenses
Affiliations
·   Lifetime honored member of the Cambridge Who’s Who
·   Member, Financial Services Institute
·   Member, Financial Planning Association
·   Member, Greenville Estate Planning Council
·   Voted Year 2000 Best & Brightest 35 and Under by Greenville Magazine
·   2008-2009 BMW Charity Pro Am Standard Bearer Chairman
·   Thornblade Club Membership Committee Member

Rusty is an Investment Advisor Representative with Securities America Advisors, and holds State, Life, and Health insurance licenses.  He offers securities through Securities America, Inc., Member FINRA/SIPC, a full service broker/dealer serving independent investment professionals nationwide.  ASE Wealth AdvisorsTM and Securities America are unaffiliated.

Kerin Galloway
Director of Operations
 
Greenville, January 2007 - ASE Wealth Advisors welcomes Kerin Galloway to their financial services office in Greenville. Kerin joined ASE Wealth Advisors as the Director of Operations after moving to South Carolina from New Orleans, Louisiana.  Her 13+ years of account and operational experience is an instrumental part of her work with the firm.  In addition to overseeing the day to day operations of the office, Kerin’s responsibilities include the processing, follow up, and completion of all new business and related wealth management offerings for our clients. Her dedication, unparalleled work ethic, and commitment to excellence are some of the qualities that set her apart.
 
A New Orleans native, Kerin is enjoying the friendly community of Greenville and the unique geographical landscape that the foothills have to offer.  When Kerin is not engaged in professional pursuits, she enjoys spending time with her husband and two children.
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