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Eric Dean

Eric Dean

FINANCIAL ADVISOR

Office: 781-237-8251
Fax: 781-416-2901
E-mail:
 

Eric grew up in Gilford, NH where he spent his summers on Lake Winnipesaukee. As an avid athlete, he played basketball at Babson College where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. Eric knew he wanted to partner with individuals to help them better their financial situation, which led him to the Financial Compass Group. Eric focuses on working with individuals, families, and small business owners to construct and implement customized, goal-based financial strategies through a hands-on, tailored and client-centered approach.


Prior to joining Financial Compass Group, Eric had been an Advisor with Equitable Advisors since 2018. Before Equitable Advisors, Eric spent over 3 years with Concord Wealth Management where he was one of the top producing advisors. During his time at CWM, he was awarded the Presidential Scholars award for being one of the top advisors amongst his peers, as well as qualified twice for the company’s annual President’s Conference. Eric is also a qualifying member of the prestigious Million Dollar Round Table (MDRT), an international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and convey the highest standards of ethics.


Eric is an active member of the community as he serves as a Director on the Board of Alumni for Babson College as well as a Young Partner for the Boston Ballet. When he is not in the office, Eric enjoys working out, golfing, and traveling.

 

Eric Dean is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-159274 (03/21) (exp 03/23)


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck