Yvonne Dean has been appointed to the
position of Vice President of United Investment
Planning (UIP), through broker dealer, CFS*, at United Federal Credit Union
(UFCU) in St. Joseph, Mich. In her new role, Dean will be accountable for
the growth and profitability of the UFCU investment portfolio. She will
act as the credit union’s subject matter authority in retirement, investment,
college and estate planning; insurance products and services, and will be
responsible for UIP program regulatory compliance.
Dean was previously a Senior Portfolio Consultant Team
Manager at Schwab Private Client in Indianapolis, where she led a team of
CERTIFIED FINANCIAL PLANNER™ professionals, Portfolio Consultants and support staff,
managing assets on behalf of 1,750 clients. Dean’s 20 years of prior financial services
industry experience includes leadership positions with PNC Bank and Thrivent
Financial for Lutherans.
Dean holds a Bachelor of Arts degree from
Siena Heights University in Adrian, Michigan; a Master’s degree in
Organizational Leadership from Indiana Wesleyan University in Indianapolis. She
is a CERTIFIED FINANCIAL PLANNER™; a CERTIFIED WEALTH STRATEGIST™; and holds the Indiana Life, Health and Variable
Annuity (VA) Resident License and Financial Industry Regulatory Authority
(FINRA) Series 7, 9, 10, 24, and 66 licenses. She currently resides in
Indianapolis and will relocate to Southwest Michigan.
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