Devra Woodard

Receptionist

Devra joined Clearstead in 1996 as the Receptionist.  Devra welcomes clients and guests to the office and facilitates phone communication with the Clearstead team.  She provides administrative assistance to our client service team and office management team.  Devra oversees onsite and offsite record retention, office supplies, and equipment and maintains the Clearstead conference rooms. She also enjoys assisting in coordinating company events and luncheons.

Prior to working with Clearstead she was a receptionist and administrative assistant for two local law firms and a former US District Attorney, while earning a paralegal certificate.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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