Ellen Dean, Financial Consultant

Ellen is passionate about family financial planning, risk management, asset allocation, client education and consumer service.

Ellen approaches investment management and financial planning as a client-centered process, with a focus on personal goals and relationships. CLIENT EDUCATION is a key goal in her office. She enjoys teaching people how to set appropriate financial goals, understand risk/reward relationships, and how to make suitable financial decisions. Products and services designed to help solve financial problems are only identified after asking questions and exploring alternatives in the financial planning process.

The following is a list of products and services available to clients:

Products and Services Offered through Raymond James Financial Services, Inc.
Annuities Government Bonds Pension Plans
Asset Allocation International Equities/Bonds Profit-Sharing Plans
Cash Management IRAs Research Reports
Certificates of Deposit Life Insurance Retirement Plans
Corporate Bonds Long-Term Care Insurance Stocks
Estate Planning Money-Market Funds Trust Services
Fee-Based Accounts Municipal Bonds UTMA's for Children
Financial Planning Mutual Funds College Saving Plans

Diversification and asset allocation do not ensure a profit or protect against a loss.

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