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Our financial advice team


William Dean, Associate Financial Advisor serving the Wilmington, DE area - Ameriprise Advisors

William Dean

APMA

Associate Financial Advisor

Morgan Wealth Advisory Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science of Psychology, Wilmington University, New Castle, Delaware

Awards & recognition

  • Morgan Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Morgan Wealth Advisory Group, Ameriprise Client Experience Award, 2022-2023

Interests

Devoted family person and proud spouse to Cailey, I recently embraced parenthood with the arrival of our precious daughter, Adalynn, in October 2023. Beyond family life, I'm an enthusiastic member of the Bills Mafia, reveling in the excitement of supporting my favorite team. Additionally, I find joy in indulging my strategic mind through the world of strategy games.