Cameron Dees, CFA^®, CFP^®

Designations and licenses

Cameron holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Cameron provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Cameron was a portfolio manager at Allegiant Private Advisors, where he was responsible for trades and portfolio decisions. Previously, he served as a research analyst for that firm, conducting market research and assisting the portfolio manager in trading activities.

Cameron has a bachelor’s degree in finance and an MBA, both from Marshall University.

Personal interests

Away from the office, Cameron enjoys golf, hunting, fishing and spending time with his wife, son and dogs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.