Dean Turner Email & Phone Number
Financial Advisor, CFP* @ GCG Wealth Management, LLC
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Dean Turner Location
- Charlotte, NC, US
Dean Turner Work
- 2016 - now Financial Advisor, CFP* @
- 2010 - 2016 VP, CFP @ Capital Guardian Wealth Management, LLC
- 1985 - 2011 CFP, Branch Manager, Financial Advisor @ IJL Wachovia and Merrill Lynch
- 2006 - 2009 Financial Management Instructor,EDTC for Philip Morris @
- 2002 - 2005 VP @
- 1996 - 2001 Vice Prsident, Branch Manager @ Interstate Johnson Lane
- 1969 - 1976 sweeper to corn shucker to coal bagger, you name it I did it for and with Moffatt! @ Moffatt Falls
Dean Turner Education
- Western Carolina University
BSBA (Business Law)
1972 - 1976 - Ashbrook High 1969 - 1972
- EDTC- Financial Management
- Theta Xi
Dean Turner Skills
- Investments
- Retirement Planning
- Equities
- Process Improvement
- Customer Service
- Managerial Finance
- Securities
- Strategic Financial Planning
- Team Building
- Management
- Employee Benefits
- Asset Management
- Financial Analysis
- Microsoft Excel
- Wealth
- Risk Management
- Strategic Planning
- Public Speaking
- PowerPoint
- Portfolio Management
- Series 7
- Insurance
- Investment Advisory
- Wealth Management
- Mutual Funds
- Finance
- Retirement
- Financial Services
- Financial Advisory
- Financial Planning
- Series 63
- Trading
- Business Process Improvement
- Training
- Research
Dean Turner Summary
- Dean Turner, based in Charlotte, NC, US, is currently a Financial Advisor, CFP* at GCG Wealth Management, LLC. Dean Turner brings experience from previous roles at Capital Guardian Wealth Management, LLC, IJL Wachovia and Merrill Lynch, Philip Morris International and Morgan Stanley. Dean Turner holds a 1972 - 1976 BSBA in Business Law @ Western Carolina University. With a robust skill set that includes Investments, Retirement Planning, Equities, Process Improvement, Customer Service and more. Dean Turner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top GCG Wealth Management, LLC Employees
Dean Turner
Financial Advisor, CFP*
Charlotte, NC, US
Adam Queler
CERTIFIED FINANCIAL PLANNER®
Gastonia, NC, US
Melanie Müller
Operations Associate
Charlotte, NC, US
Eric Welch
CERTIFIED FINANCIAL PLANNER®
Charlotte, NC, US
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