Sign In
Get Clay Free →

Suggestions

    Joel Dean

    National Sales Associate at Capital Investment Advisors

    Joel Dean is a seasoned finance professional who has worked with advisors at a multi-billion dollar asset management firm for years. He now takes pride in his more client-facing role as a National Sales Associate at Capital Investment Advisors, one of a few RIAs associated with Fidelity and Schwab’s referral network. Joel is dedicated to helping clients who have worked hard to save their money, ensuring they make the most of it.

    Joel studied Finance at Louisiana State University and has held various roles in the financial industry, including Regional Sales Associate and Internal Sales Associate at Stadion Money Management and a former Intern at First Investors.

    In his current position, Joel leverages his experience and expertise to identify the best investment opportunities for his clients and helps them make informed investment decisions. He is a consummate professional who exudes a friendly and approachable demeanour, making him a vital asset to Capital Investment Advisors.

    Related Questions

    What are Joel Dean's main responsibilities as Director of Investment Associates?
    How long has Joel Dean been with Capital Investment Advisors?
    What is Joel Dean's educational background?
    Can you provide examples of Joel Dean's achievements in his role?
    How does Joel Dean help families find happiness according to his LinkedIn profile?
    J
    Get intro to Joel
    Add to my network

    Location

    Greater Atlanta Area