Joel Dean, Cfp® Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

Creating holistic investment and financial plans for young professionals and their families, retirees, and business owners. Member of the investment committee, CERTIFIED FINANCIAL PLANNER™.

Tasked with hiring, training, and developing our Investment Associate team as they grow within the firm. These will be the next generation of team members to help our families find happiness in retirement.

Atlanta, Georgia, United States

Greater Atlanta Area

Greater Atlanta Area

Key role in managing Capital's referral relationship with Fidelity and Schwab. As those firms discover clients with income needs they may be unable to provide, I work directly with both the rep and client to determine if our investment approach is in-line with their goals. Since each referral has a unique situation, it is critical they have a portfolio that is customized to them. By sharing our company's message with the reps at Fidelity and Schwab, we can ensure that the appropriate referrals are made in a way that best serve the clients.

Louisiana-Mississippi-Arkansas

Hybrid role in between Internal and External wholesaler. In charge of driving business in the relatively untapped market of Louisiana, Mississippi, and Arkansas. Directed to gather assets and meet sales goals by developing partnerships with financial advisors and bringing value to their practices. Conduct one-on-one meetings, branch presentations, investment committee reviews, and client seminars to educate financial professionals on Stadion's strategies and ways to expand or service their book of business.

Watkinsville, Ga

Advisor and wholesaler support role. Conduct client and advisor meetings on Stadion's investment products, specifically in the retail distribution channel. Guides advisors on Stadion's mutual fund and SMA strategies via conference calls and webcasts. Drives new business in key territories while maintaining relationships with existing producers.

Learned to determine the insurance, savings, and investment needs of clients. Went on appointments with advisors, and used the investment software. Practiced investment strategies such as modern portfolio theory, dollar cost averaging, and asset allocation.