Dean dedicates more than 24 years’ experience in the financial services industry to help clients make sound decisions regarding their wealth. Detail-oriented and efficient, Dean is knowledgeable in comprehensive financial planning services and works closely with the families and individuals we serve to develop strategies that are tailored to their long-term goals.
He began his career as a secondary marketing associate with Eastern Bank, later joining Morgan Stanley as an operations associate. Dean then rejoined Eastern Bank as a secondary marketing officer before returning to Morgan Stanley to work in a financial advisor role. Before joining our team, he was an investment associate with UBS and a financial advisor with Morgan Stanley.
Dean graduated cum laude from Bridgewater State College with a bachelor’s degree in economics and earned an associate’s degree in business administration from North Shore Community College.
An active member of his community, Dean contributes to a variety of local committees and organizations including the Somerset Berkley Regional School Committee as vice chair, the Berkley K-8 School Committee and the board for the Old Colony History Museum.
Dean loves spending time with his wife, Kelley, and daughter, Elizabeth. He also enjoys running, playing bass guitar and collecting high-grade bronze-age comic books. Originally from Scranton, Pennsylvania, he lives in Berkley.
Raymond James is not affiliated with the above organizations and/or charitable causes.