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Our financial advice team


Dean M Donohue, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Dean M Donohue

MBA, CFP®, CRPC, APMA

Private Wealth Advisor

Encore Wealth Management Group
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. 1984, Financial Administration, University of Nevada Las Vegas, NV
  • M.B.A. 1989, University of Nevada Las Vegas, NV

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2022
  • Financial Times Top 400 Advisors, 2016-2017, 2019-2020
  • AdvisorHub Fastest Growing Advisors to Watch, 2022
  • Ameriprise Chairman's Advisory Council, 2012-2022
  • Ameriprise Circle of Success, 2000-2022
  • Encore Wealth Management Group, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Hall of Fame, Lifetime Achievement, 2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Board Member, Sportsworld International: send former pro athletes to share personal life experiences with students, helping them to recognize the consequences of their choices in life.
  • Finance & Youth Leader, Middletown United Methodist Church (MUMC), Louisville, KY

Interests

Cycling, Bowling, Coach Various Other Sports & Church Activities