Our Financial Professionals
W. Dean Burdette
Director of Operations & Client Service Advisor
When providing financial security advice, Dean always keeps in mind that everyone’s economic and life situation is unique. He believes that the investment industry is purposely confusing and misleading for anyone who has not dedicated their life to studying financial strategies.
Each person deserves a custom plan for investing. This can only be accomplished by spending time with clients to learn about their personal goals - and not just their financial goals. By acknowledging both sets of goals, Grace Advisory Group can build a custom income plan that is focused on their clients’ specific needs and provides flexibility for those unexpected life events.
Dean primarily works with clients who are about to retire or have already retired. He understands that financial security is dependent on personal or business situations. He works with each client on uncovering the opportunities that best improve their situation and helps them reach their goals. Once our custom-tailored plan is in place, we will continue to work together to maximize the efficiency of attaining our clients aims and ensure their comfort in knowing that everything is moving forward towards achieving their goals.
Dean has been with Grace Advisory Group since 2011. Working in the banking, finance and insurance arenas for more than a decade, he has been assisting clients in developing comprehensive financial plans. He also has conducted numerous financial education presentations and workshops. In addition to licenses for Life, Health and Variable Annuities, Dean also holds several Securities licenses. He started his career in the banking industry with five years at Fifth Third Bank as an Assistant Center Manager and Financial Advisor. He then held Financial Advisor positions with State Farm and MetLife, until he decided to join Avenue Capital Management Group as the Managing Director.
It wasn’t until he joined Grace Advisory Group that he found a place that puts the three pillars of sound financial plans in one location. Those pillars are Finances, Taxes, and Legal Documents. Each and every situation is looked at by a team of experts with their own special designations from each of these pillars. This allows for us to create a unique plan for our clients that is unrivaled in our industry.
Although not born in Florida, Dean has lived in Naples for over 36 years. Dean, his wife Shenna, and their four children (Ian, Aiden, Peyton, and Calen) live in Naples. In his spare time, Dean enjoys coin collecting, hiking, soccer, and is very involved with his church.
If you have ever had questions about your retirement income plan or about specific financial products, contact us. We will setup a time to meet to review your needs and address any questions you may have.
*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.
Toll Free: 866-481-5550
Fax: (239) 481-5545