Dean has specialized in wealth planning for high net worth families for over 30 years. His professional experience includes trust administration, business development and serving as a trust office team leader. Earlier in his financial services career, he had the privilege of living and working in Miami, Tampa and the Washington D.C. area.
A native of North Carolina, Dean attended Campbell University, Buies Creek, North Carolina, obtaining a BBA in trust management.
Dean, a Senior Wealth Strategist, joined Northern Trust in 2006. He became a CERTIFIED FINANCIAL PLANNER™ certificant in 1989. He became a Certified Private Wealth Advisor ® professional, completing the curriculum in 2012. He holds his Series 7 and 63 securities licenses and received a certificate of completion from the American Bankers Association's National Graduate Trust School in 2000.
Dean is passionate about fitness and nutrition and believes in the importance of taking care of your body, mind and spirit.
Dean uses his experience and expertise to help his clients make sound financial decisions around lifestyle preservation, family and philanthropic objectives. He strives to take the complex and make it as simple as possible. He believes that the best decisions are made with great conversations and takes the time not only to understand the balance sheet but to deeply understand his clients goals and passions. He believes that the best financial plan is truly a sound 'life plan'.
Dean serves on the Board of Directors for BIG ARTS on Sanibel and previously served as Chairman on the Board of Directors of Community Cooperative, Inc. in Fort Myers.