Dean Morgan

Dean joined Waddell & Reed in 2015 after working in corporate banking, community banking and non-bank commercial finance. He holds an MBA in finance from the University of New Haven as well as a BS in Petroleum Engineering from Marietta College.

As a past CEO and senior executive he understands the many challenges owners, managers, employees and their families face managing their business and personal finances. Dean provides dedicated customer service assisting people to pursue their financial goals through all stages of life. His extensive work experience, knowledge and passion for educating people, coupled with a professional team, provide a unique combination to help his clients prepare for the future.

Dean strives to earn respect and be referred to new clients by developing long lasting relationships built on hard work, integrity and financial planning molded to each client’s own goals, needs and circumstances.

He is a volunteer for the VA Hospital and the Salvation Army in Nashville, TN. Dean has also served in leadership roles in numerous civic organizations in the past. Dean currently lives in Bellevue, TN and works from the Nashville, TN office. He covers a wide geographic area and will travel to meet clients and prospects based on their location and needs.

Dean has earned the Chartered Retirement Planning Counselor with the College for Financial Planning.