Gary Deese
Managing Director at Crescent Financial Group | Columbia, South Carolina Metropolitan Area
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Gary Deese serves as the Managing Director at Crescent Financial Group, where he leverages his extensive expertise in investment management and strategic financial planning to deliver tailored solutions for clients. With a strong foundation in securities, Gary holds multiple registrations, including Series 6, 7, and 63 through LPL Financial, as well as a Series 65 registration through Independent Advisor Alliance, LLC. His certifications in Long-Term Care further enhance his ability to provide comprehensive financial advice, particularly in the areas of retirement income strategies and long-term care options.
At Crescent Financial Group, Gary is deeply involved in key projects that focus on 401(k) rollovers, business succession strategies, and estate planning. His proficiency in small business retirement plans allows him to assist entrepreneurs in establishing robust financial frameworks that secure their future and that of their employees. Gary’s commitment to customer service and financial analysis ensures that clients receive personalized attention and actionable insights tailored to their unique circumstances.
In addition to his technical skills, Gary is an effective communicator and public speaker, often engaging with clients and industry peers to share knowledge and best practices. His leadership development initiatives foster a collaborative environment within his team, driving innovation and excellence in asset management. Through his multifaceted approach, Gary Deese continues to make a significant impact at Crescent Financial Group, helping clients navigate the complexities of financial planning and achieve their long-term goals.
Managing Director at Crescent Financial Group in November 2011 to Present
Financial Advisor at Edward Jones in January 2003 to November 2011
Division Manager at USFLOW in January 2000 to January 2003
Sales Manager at Ferguson Enterprises Inc in January 1985 to January 2000
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Investments
Wealth Management
Securities
Strategic Financial Planning
Insurance
Estate Planning
Customer Service
Marketing
Public Speaking
Business Planning
Financial Analysis
Portfolio Management
Leadership Development
Asset Managment
Financial Advisory
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Discover more about Crescent Financial GroupWhat is Gary Deese email address?
Email Gary Deese at [email protected] and [email protected]. This email is the most updated Gary Deese email found in 2026.
What is Gary Deese phone number?
Gary Deese phone number is +17042541128 and +18282301886.
How to contact Gary Deese?
To contact Gary Deese send an email to [email protected] or [email protected]. If you want to call Gary Deese try calling on +17042541128 and +18282301886. (updated on October 30, 2024)
What is Gary Deese net worth?
Gary Deese has an estimated net worth of $150,000 to $249,999
What company does Gary Deese work for?
Gary Deese works for Crescent Financial Group
What is Gary Deese's role at Crescent Financial Group?
Gary Deese is Managing Director
What industry does Gary Deese work in?
Gary Deese works in the Financial Services industry.
Gary Deese Email Addresses
Gary Deese Phone Numbers
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