Dean Wilson
CERTIFIED FINANCIAL PLANNER(TM) professional, VP of Financial Strategies
Dean grew up in the Shenandoah Valley of Virginia, and relocated to the Lynchburg area in 1990 to work for Ericsson and the related follow on companies as an Accounting Manager and Controller. As the Ericsson presence in this area was winding down in 2002, he decided to follow a lifelong passion for investing, and turned it into a career with AXA Advisors, who subsequently become Equitable Advisors. It was a career move which Dean has not regretted, as not everyone is fortunate enough to go to work each day being able to be involved with a personal passion, while simultaneously helping to guide clients as they pursue their own financial dreams.
Dean is married to Brenda, and they have two grown children. Dean has a Bachelor’s degree from The College of William and Mary and an MBA from James Madison University. As a CFP®, Certified Financial Planner™ professional, he is well prepared to assist individual and small business clients meet their personal and business financial planning needs. Professionally, he is a member of the Lynchburg Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). Within the community, Dean is an active long term member of the Rotary Club of Forest.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Blue Ridge Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.