Ferris Dean

Relationship Manager & Associate Financial Planner
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Areas of Expertise

Asset Allocation
Tax Strategies
Retirement Planning
Estate Planning

Qualifications & Experience

  • 10+ years in Financial Services (Banking & Insurance)
  • BS in Business Administration, University of Maryland - Eastern Shore
Silver Spring, MD

Media

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Words to Live By

Yesterday is history. Tomorrow's a mystery. Today is a gift. That's why we call it the present
Eleanor Roosevelt

Client Experience Professionals

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Team Members

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About

With over 10 years of experience, Ferris Dean began his journey in wealth management as a registered representative for a Fortune 100 company, helping individuals and families plan for and secure their financial futures. Through this invaluable experience, he learned about the need for financial planning and the importance of tailoring strategies to meet each client’s personal and professional goals across life’s key milestones, while also providing a safety net for the unexpected.

Ferris has worked in the financial services industry for notable companies, like PNC, Wells Fargo, Farmers Insurance, USAA, Bank of America, and more, focusing on fostering trusted relationships with each of his clients. 

He now lives in Virginia with his wife Melissa and their daughter. During his freetime, Ferris enjoys exercising through playing sports and fishing, as well as cooking, grilling, and smoking delicious meals for his family and friends.