Dean Diamond
Financial Services Leader - Empowering People to Change Their Lives.
- Role
- CEO and President at Stone Press Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
CEO and President
Jul 2023 — Present · 1515 Mockingbird Lane, NC, US
With over 24 years of leadership experience in the Financial Services sector, working with both advisors and clients to deliver financial literacy, has led me to establishing my own firm in Charlotte, NC. My passion of leading with heart, impact, and growth to bring timely financial planning is my \"why\" in this industry. Our goal at Stone Press Financial Group is to help our clients through every milestone reap an abundant harvest, by implementing intentional strategies at the right time. Our customized financial planning process is to help individuals, families, and businesses take their vision from a seed to an abundant, fruit-bearing tree.Dean Diamond is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209,(70••••••04. Stone Press Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Dean Diamond is licensed to sell securities in NC, SC, TN and insurance-licensed in NC, SC, TN. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC13•••••••33
Education
PennWest Edinboro
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
1997 — 2001
Skills
- Long Term Care Insurance
- Retirement Planning
- Retirement
- Leadership
- Analysis
- Management
- 401k Rollovers
- Financial Services
- Recruiting
- Life Insurance
- Finance
- 401k
- Fixed Annuities
- Iras
- Securities
- Estate Planning
- Business Planning
- Training
- Insurance
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.