Dean Bennett Williamson

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Cornelius, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Cornelius, NC

Other Businesses

(1)Name of Business: Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wrote book. (2)Name of Business: Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: One of my good friends and an RJ client is using one of our private offices in my building. I am not charging him rent. Adam Slater. I also rent an office to an attorney, Robert Newkirk. These were fully examined during our last RJFS audit. (3)Name of Business: Eagles Nest Winery LLC Address: 1965 Old Beech Mountain Road, Elk Park, NC, 28622, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of winery/wine bar. (4)Name of Business: NA Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/03/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Life Insurance business directly through Pacific Life (IUL). NO INDEXED ANNUITIES. Also, disability insurance through local agency, Consolidated Planning, with Guardian insurance. (5)Name of Business: Williamson Properties of LKN, LLC Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/06/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (6)Name of Business: Williamson Wealth Group, Inc. Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/06/2005 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Support company through RJFS. (7)Name of Business: Williamson Winery of Eagles Nest, LLC Address: 1965 Old Beech Mountain Road, Ek Park, NC, 28622, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own and maintain property for the tenant. (8)Name of Business: WILLIAMSON, DEAN Address: 7632 Norman Island Dr, Cornelius, NC, 28031-8749, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 10/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have an RJ POA set up on my daughter's ROTH-IRA [REDACTED].

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1991-05-31