Skylar Dean, Financial Advisor

FINANCIAL ADVISOR
Skylar W Dean

CFP®, ChFC®, AAMS™
211 E Washington Avenue, Athens, TN 37303opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies

About Skylar

Managing the financial success of your business or philanthropic vision shouldn't be overwhelming. Your time and energy should be spent where you create the greatest impact, not buried in financial complexity. That's where I come in.

I help successful business owners, trial lawyers and those with big philanthropic goals simplify and optimize their financial lives, so they can focus on what they do best. Whether you're building, growing or transitioning wealth, I ensure that your financial strategies align with your goals, protecting what you've built and positioning you for greater impact.

I grew up working in both my grandfather's business and...

Work History

  • Edward JonesJune 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Tennessee Wesleyan CollegeBachelor of Science
  • Tennessee Wesleyan CollegeBachelor of Science

Personal Interests

  • Personal Fitness
  • Volunteering
  • Sports Enthusiast
  • Art & Theater
  • Real Estate

Team Members

  • Leslie Hicks
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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