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Top 30 financial advisors of 40 near 13148
Out of 400,000+ nationwide
William D
Series 63, Series 66
Geneva, NY
Fidelity
Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.
Christopher R
Series 66
Auburn, NY
Edward Jones
Adam R
Series 66
Geneva, NY
Edward Jones
Michael H
Series 63, Series 65
Auburn, NY
Genesee Capital Advisors, LLC
Ryan P
Series 63, Series 65
Auburn, NY
Genesee Capital Advisors, LLC
Timothy C
CFP®, Series 66
Auburn, NY
Pinnacle Investments, LLC
Janet Z
Series 66
Auburn, NY
Pinnacle Investments, LLC
Margot S
Series 66
Auburn, NY
Pinnacle Investments, LLC
Kevin S
Series 66
Auburn, NY
Pinnacle Investments, LLC
Austin A
Series 63, Series 66
Phelps, NY
Empower Advisory Group
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Finding advisors...
Top 30 financial advisors of 40 near 13148
Out of 400,000+ nationwide