As a financial advisor, my goal is to create smart individualized financial strategies for business owners and those transitioning into retirement to achieve short-term and long-term financial goals. It is important for me to understand where you are now and how you have started planning your path, and through utilizing our established processes, I will partner with you to ensure you stay on track.
Prior to Edward Jones, I worked with Gersom Lehrman Group as a business development consultant, providing valuable insight and financial analysis of products and companies.
Outside of Edward Jones, I enjoy getting involved in the community, especially many organizations in the Triangle to build a vibrant culture and life for my family and those around us. Fluent in Spanish, I work with The North Carolina Society of Hispanic Professionals to create a better education for the Latino students in North Carolina. I also really enjoy working with great charities like Make a Wish Foundation to help those in need. Every year our branch has been a donation site for Toys for Tots because I believe in making sure each child has a reason to celebrate the holidays.
Aside from helping clients, my interests include: spending time with my family, pickleball, tennis, golf, staying active and reading. I live in downtown Cary with my wife, Emily and our daughter, Amelia.
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
My Personal Interests
- Community Outreach
- Spending Time with Family
Office Address1003 High House Rd Suite 104
Cary, NC 27513
Phone NumberTyler J Dean at (919) 377-8420
|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|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More