Dean is a financial advisor with Waddell & Reed. He currently holds his series 6, 7, 63, & 66 licenses as well as his Indiana life & health insurance licenses. With over 25 years of service, Dean has the experience to analyze your personal information, consider potential outcomes and make informed decisions about your financial plan.
With access to our sophisticated financial planning software, he can provide a comprehensive plan that manages your data and adapts to your needs.
Please contact Dean for more information on how he can help you pursue your financial goals.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.