• 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 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,  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.