With a tenure in the industry of more than 24 years, Dee has developed a process for simplifying his clients’ financial matters so they can focus on enjoying life. He is a Chartered Financial Consultant® and Life Underwriter Training Council Fellow, taking a comprehensive approach to financial planning. He prides himself on developing deep, personal relationships with clients and professional partners.
Dee has been affiliated as a financial advisor with Raymond James since 2003, and joined FirstBank Investment Partners in 2021. Prior to that, he served as a financial advisor at Franklin Synergy Bank. He started investing in high school and has been a student of the markets ever since. He earned a B.S. in business administration from Auburn University and served in the United States Army as a commissioned officer and UH‐60 Blackhawk Pilot‐In‐Command.
He stays connected to the community as past chairman of Murfreesboro Parks and Recreation Commission (1994 to 2021), as a past member of Murfreesboro Golf Commission (2000 to 2021), and as past president of The Discovery Center at Murfree Spring. He was named to the 2022 edition of the Forbes list of Best-In-State Wealth Advisors†.
He lives in Murfreesboro, Tennessee, with his wife, Sheri. They have two children, Trey and Parker. In his free time, Dee enjoys golfing, fishing, hunting, flying and grilling.
Raymond James is not affiliated with the above organizations and/or charitable causes.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.