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Terry Dean

Senior Vice President - Wealth Management

Terry Dean is the Managing Director of Wealth Management at UBS Financial Services, Inc. and has over 22 years of experience in the financial services industry, focusing on asset preservation, cash management, fixed income, and annuity strategies. Terry graduated from the University of Florida with a Bachelor’s degree in Business Administration, specializing in marketing and minoring in economics. Prior to their current role, Terry served as a Financial Advisor at A.G. Edwards from 1996 to 2007. A resident of Naples since 1981, Terry enjoys coaching football and spending time with family.

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Naples, United States


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