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.