Meredith Dean Email & Phone Number
Lead Financial Planner @ White Coat Planning
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Meredith Dean Location
- Flagstaff, AZ, US
Meredith Dean Work
- 2025 -now Lead Financial Planner @
- 2024 -2025 Financial Planning Associate @
- 2022 -2024 Insurance Advisor @
- 2014 -2016 Account Manager @
- 2012 -2014 Assistant Store Manager @
- 2012 -2012 Global Sourcing Intern @
- 2011 -2011 Assistant Junior Analyst @
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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