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Tyler Dean, Financial Advisor

FINANCIAL ADVISOR
Tyler J Dean

CEPA®, AAMS™, CRPS™
1003 High House Rd Suite 104, Cary, NC 27513opens in a new window
Client by Referral
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Intergenerational Planning

About Tyler

I grew up in Wilson, a small town east of Raleigh, where both my parents worked hard to provide for a middle-class family of five. My dad taught me the value of hard work and humility, and my mom taught me to fight for what's right and to help folks in need. Like most people, I didn't have the fortune of growing up in an environment with financial planning concepts; it is something I worked hard to learn on my own.

I love helping teach others how to build and grow a secure financial future, to help families create a...

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • North Carolina State UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Tennis
  • Golfing
  • Pickleball
  • Reading

Team Members

  • Ashleigh Forbes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(919) 377-8420

Fax

(844) 654-2545

Office Address

1003 High House Rd Suite 104
Cary, NC 27513opens in a new window

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