Meredith Dean Email & Phone Number
Lead Financial Planner @ White Coat Planning
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Meredith Dean Location
- Flagstaff, AZ, US
Meredith Dean Work
- Lead Financial Planner @ (December 2025 - Present)
- Financial Planning Associate @ (April 2024 - December 2025)
- Insurance Advisor @ (September 2022 - May 2024)
- Account Manager @ (March 2014 - June 2016)
- Assistant Store Manager @ (August 2012 - March 2014)
- Global Sourcing Intern @ (May 2012 - August 2012)
- Assistant Junior Analyst @ (September 2011 - December 2011)
Meredith Dean Education
- The American College of Financial Services 2023-2024
- Brigham Young University - Idaho
Business Management (Supply Chain Management Society)
2009-2012 - Southern Virginia University
(Women's Soccer 2008)
2008-2008
Meredith Dean Summary
- Meredith Dean, based in Flagstaff, AZ, US, is currently a Lead Financial Planner at White Coat Planning. Meredith Dean brings experience from previous roles at TCI Wealth Advisors, Futurity First, Berlin Packaging and Walmart. Meredith Dean holds a 2023 - 2024 The American College of Financial Services.
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