Get to know us

Financial advisors who understand your retirement planning needs.


Dean Vernoia
Chief Operating Officer

 

 

Dean brings 30 years diversified industry experience to the firm. He started in the industry in 1987 as a financial advisor directly out of college. He has worked his way up in various roles over the years as a Branch Manager, Vice President of Business Development, and has owned, managed and operated an independent office of Raymond James Financial Services (Robert Thomas division). Prior to joining the firm, Dean has held the senior management position of Chief Operating Officer since 2003, a role he continues to hold with Presidential Brokerage. For most of his career his focus has been on successfully managing and growing firms and branch offices.

 

Dean holds seven Securities Licenses: Series 4, Registered Options Principal; Series 7, General Securities Representative; Series 24, General Securities Principal; Series 63, Uniform Securities Agent; Series 65, Uniform Investment Advisor; Series 79, Investment Banking Representative; Series 99, Operations Professional.

 

He holds a bachelor’s degree in business management from the New York Institute of Technology. Dean and his family reside in Atlanta, Georgia. Dean has two sons and when not working, enjoys spending time with his family, is an avid golfer and likes to travel.