Avanti "Ava" Deon, Cfp®
About Avanti "Ava" Deon, Cfp®
Avanti 'Ava' Deon, CFP®, is a Senior Wealth Strategy Associate at UBS, where she has worked since 2021. She has extensive experience in wealth management, having previously held positions at Merrill Lynch and Goldman Sachs Ayco Personal Financial Management.
Work at UBS
Avanti Deon has been employed at UBS as a Senior Wealth Strategy Associate since 2021. In this role, she conducts in-depth research on various investment options, including equities, bonds, cash equivalents, structured products, and alternative investments. She is responsible for leading marketing, prospecting, and event planning initiatives for her team. Additionally, she develops and manages bond ladder trading strategies, which encompass reallocations, enrollments, and liquidations. Her expertise in tax loss harvesting strategies further optimizes client portfolios.
Previous Experience at Merrill Lynch
Prior to her current position, Avanti Deon worked at Merrill Lynch in two capacities. She served as a Registered Private Wealth Client Associate from 2018 to 2021 in the Greater Atlanta Area, where she gained significant experience in wealth management. Earlier, she was a Registered Wealth Management Client Associate from 2016 to 2018. In both roles, she contributed to client relationship management and investment strategies.
Experience at Goldman Sachs Ayco
Avanti Deon began her career in financial services at Goldman Sachs Ayco Personal Financial Management, where she worked as a Client Associate for 10 months in 2016 in Atlanta. This role provided her with foundational experience in client management and financial planning.
Background in Dance Instruction
In addition to her financial career, Avanti Deon worked as a Dance Instructor and Choreographer at Kruti Dance Academy from 2013 to 2020 in Duluth, GA. This experience spanned seven years and allowed her to develop skills in teaching and choreography, showcasing her versatility beyond the finance sector.
Education and Expertise
Avanti Deon earned her Bachelor of Arts (B.A.) in International Relations and French language from Emory University, where she studied from 2011 to 2015. Her educational background supports her analytical skills and understanding of global markets, which she applies in her current financial role. Additionally, she utilizes advanced financial tools such as Factset, UBS Stars, Morningstar, IS Toolset, MoneyGuide Pro, and Aladdin for trading and research.