Broker Check
Heather L. Dean

Heather L. Dean

Financial Advisor

Education and Professional Affiliations

  • Bachelor of Science in Accounting, Magna Cum Laude, from Mercyhurst University (1996)
  • Member of the American Institute of CPAs
  • Member of the North Carolina Association of CPAs
  • Member of American Bar Association, Tax Section, Associate Member


  • Securities: FINRA Series 7 and 66 Exams

Community Affiliations

  • North Carolina World Trade Association (NCWTA), Statewide President, 2020-Present
  • North Carolina World Trade Association (NCWTA), Triangle Chapter, Chapter Representative, 2019-2020
  • Council for Entrepreneurial Development, Board Member
  • Japan-America Society of NC, Treasurer, 2019-2021
  • Leadership Raleigh 22, Raleigh Chamber of Commerce, Graduate
  • Triangle Business Journal Women in Business Award, 2011
  • Leadership Raleigh Alumni Association, Past Treasurer, 2008-2010
  • Triangle Business Journal “40 Under 40” Award, 2009


  • Married to Jay Dean