Chris Dean
CERTIFIED FINANCIAL PLANNER™ / Branch Manager
- Role
- Certified Financial Planner - Cfp (R) Branch Manager at Raymond James
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Chris Dean
With more than 20 years of experience in the Financial Services industry, Chris advises clients on a broad range of financial planning strategies. As the branch manager of Raymond James Financial Services, Inc. located at 5129 Oleander Drive in Wilmington, North Carolina, he focuses on individual solutions by listening, planning and communicating with each client because he believes everyone’s needs and financial goals are unique.Offering a wide range of investment services and alternatives, Chris is committed to helping his clients achieve their financial goals. Specializing in accumulation and distribution of retirement assets, he works with his clients to design investment portfolios to meet their individual needs. Service is what sets Chris apart from others in the industry. Whether you need safety of principal, current income or wealth accumulation, he will put you – and your needs – first.Chris is a CERTIFIED FINANCIAL PLANNER ™ professional– the highest standard in personal financial planning. Before joining Raymond James as a financial advisor, Chris worked at Morgan Stanley for approximately 9 years. He was an internal auditor for a community bank prior to that for approximately 3 years. Additionally, he holds a Series 7 license, his Series 9 and 10 licenses, the Series 63 and 65 licenses as well as his Life & Health Insurance license and Variable Insurance license in North and South Carolina.For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CFP®/ CERTIFIED FINANCIAL PLANNER®: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Experience
Certified Financial Planner - Cfp (R) Branch Manager
Feb 2006 — Present · Wilmington, NC, US
Offering a wide range of investment services and alternatives, Chris is committed to helping his clients achieve their financial goals. Specializing in accumulation and distribution of retirement assets, he works with his clients to design investment portfolios to meet their individual needs. Service is what sets Chris apart from others in the industry. Whether you need safety of principal, current income or wealth accumulation, he will put you – and your needs – first.
Education
University of North Carolina Wilmington
B.S., Finance
1987 — 1991
University of North Carolina Wilmington
CERTIFIED FINANCIAL PLANNER TM, Finance
2006 — 2007
University of North Carolina Wilmington
B.A., Political Science
1984 — 1987
Skills
- Wealth Management
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Investments
- Insurance
- Investment Strategies
- Finance
- Investment Advisory
- Financial Services
- Retirement
- Strategic Financial Planning
- Equities
- Portfolio Management
- Securities
- Series 63
- Series 7
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