• Dean Williamson, CFP®, CPFA

    Founder and President

    Wealth Advisor, RJFS

With more than 25 years of investment and financial planning experience, Dean Williamson helps his clients grow and preserve their wealth to prepare for retirement. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to help meet their needs.

As an advisor with Raymond James Financial Services, Dean has the distinctive ability to tailor his services to a variety of client objectives. "Raymond James gives me access to the tools and investment alternatives to help me provide the highest level of personalized service," he explains. "Best of all, I have the freedom to make investment recommendations based solely on my clients' best interests."

An experienced financial professional, Dean holds numerous securities licenses. In 2010 he became board certified as a CERTIFIED FINANCIAL PLANNER™ professional. He is a registered principal, registered options principal, registered investment advisor representative, municipal fund securities principal and managed futures principal. In addition, Dean has been named to 2019 Raymond James' Chairman’s Council*.  Dean was also named among the Raymond James-affiliated advisors on the Forbes list of Best-In-State Wealth Advisors in 2020.***

Dean is a former registered financial advisor with the NFLPA (National Football League Players Association). The NFLPA financial advisors program was created to protect current and retired NFL players against fraud and dishonest practices from financial advisors. This unique program gives athletes access to experienced and qualified financial advisors who have been pre-screened by the NFLPA.

Dean earned his bachelor's degree from Kenyon College in Gambier, Ohio, with concentrations in economics and mathematics. Originally from Davidson, North Carolina, he now resides in Huntersville with his two daughters, Victoria and Iva. When he's not working with his clients, Dean enjoys water skiing and biking. He is also a collector car enthusiast.

To learn how you may benefit from Dean's experience and financial planning process, please contact him today.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

 

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

***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 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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-wealth-advisors for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.