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portrait of Dean Surface
FINANCIAL ADVISOR

Dean Surface

CFP®, CEPA®, AAMS™
3069 S E Washington Blvd, Bartlesville, OK 74006opens in a new window
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About Dean

I work with individuals and families committed to their retirements and other critical life events with clear, straightforward financial advice and actionable, high value strategies.

Since joining Edward Jones in 2001, I have been dedicated to keeping up with the most current strategies and information for my clients. I have earned the CFP® and AAMS™ professional certifications. Prior to joining Edward Jones, I spent seven years as a financial analyst with several Fortune 500 companies working directly with the treasury and product development departments. I earned my MBA in finance from Oklahoma City University and my BS in business from Oral...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Charitable Giving
  • Intergenerational Planning

Work History

  • Edward JonesNovember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma City UniversityMaster of Business Admin
  • Oral Roberts UniversityBachelor of Science

Team Members

  • Bridgette Leu
    Sr. Branch Office Administrator

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 - 05:00PM
Sat Closed
Sun Closed

Phone

(918) 335-8656

Fax

(877) 825-0850

Office Address

3069 S E Washington Blvd
Bartlesville, OK 74006opens in a new window

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