Dean Shore is a registered Financial Advisor with LPL Financial. Dean holds his Certified Investment Management Analyst® designation, CERTIFIED FINANCIAL PLANNER™ designation, Series 7 and 63 securities registrations, and IL Insurance license. Dean helps clients of the firm with asset management strategies, retirement planning, education planning, risk management, and estate planning. Dean also assists with the day-to-day operations at Shore Wealth Management.
Dean has been surrounded by the financial services industry his whole life. As a son of a financial advisor and a registered principal, he spent much of his time listening to his parents talk about the markets and financial planning. Growing up in this environment and working summers at Shore Wealth Management, Dean developed an appreciation for the business and passion for helping clients reach their goals.
“Financial planning is the foundation for successful results; our clients receive a plan tailored to their needs and feel confident knowing our experienced team is in their corner.”
Dean joined Shore Wealth Management in 2017. Prior to returning to the Danville community, he spent two years with Fidelity Investments as a Financial Representative in Los Angeles, CA. He graduated from Illinois State University with a bachelor’s degree in Business Administration.
Dean currently serves on the David S. Palmer Civic Center Board of Directors and as Treasurer for CASA of Vermilion & Edgar Counties Board of Directors.
Outside of the office, Dean enjoys spending time with friends and family, golfing, and traveling.