Dean Marie
Certified Exit Planning Advisor (CEPA) at St Marie Financial Advisors | Brevard, North Carolina, United States
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Certified Exit Planning Advisor (CEPA) at St Marie Financial Advisors in January 2018 to Present
Board Member at SHELTER AVAILABLE FOR FAMILY EMER- GENCY SAFE INC OF TRANSYLVANIA CTY in May 2015 to Present
Board Member at FRIENDS OF ECUSTA TRAIL INC in June 2007 to Present
Director/ Financial Advisor at Bison Wealth, LLC in May 2022 to Present
Senior Investment Manager at Lakeview Capital Partners, LLC in April 2019 to May 2022
Financial Planner at St Marie Financial Advisors, LLC in August 2013 to April 2019
Board Member and Past President at Brevard Transylvania Chamber of Commerce in January 2014 to December 2018
Board President at TCArts Council in June 2009 to August 2013
Board Member at Brevard Chamber of Commerce in January 2009 to December 2011
Financial Advisor at Edward Jones in February 2008 to October 2011
Associate at Carolina Financial Group in January 1996 to January 2007
Planner at Executive Planners in January 2002 to January 2003
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Barry University, BA, January 1984 to January 1986
Exit Planning Institute, Certified Exit Planning Advisor (CEPA), January 2018 to January 2019
College for Financial Planning, Certified Financial Planner, TM, January 2001 to January 2002
Samford University, School of Business - Graduate, January 1999 to January 2001
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Investments
Financial Planning
Retirement Planning
Retirement
Wealth Management
Securities
Wealth
Retirement Income Strategies
Small Business
Portfolio Management
Financial Advisory
Financial Goals
Strategic Financial Planning
Term Life Insurance
Investment Advisory
Mutual Funds
Uniform Combined State Law
Finance
Options
FINRA
Investment Strategies
Financial Services
Investment Management
Life Insurance
Loans
Certified Financial Planner
Financial Planners
Disability Insurance
401k
Fixed Annuities
Insurance
IRAs
Asset Allocation
Mortgage Lending
Series 7
Wealth Management Services
Estate Planning
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What is Dean Marie email address?
Email Dean Marie at [email protected], [email protected] and [email protected]. This email is the most updated Dean Marie's email found in 2026.
What is Dean Marie phone number?
Dean Marie phone number is +1.8288845600.
How to contact Dean Marie?
To contact Dean Marie send an email to [email protected], [email protected] or [email protected]. If you want to call Dean Marie try calling on +1.8288845600.
What company does Dean Marie work for?
Dean Marie works for St Marie Financial Advisors
What is Dean Marie's role at St Marie Financial Advisors?
Dean Marie is Certified Exit Planning Advisor (CEPA)
What industry does Dean Marie work in?
Dean Marie works in the Financial Services industry.
Dean Marie Email Addresses
Dean Marie Phone Numbers
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