Dean J. Morra

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits

Languages: English

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.

I also work with business owners and executives and their employees, providing benefits consulting and programs, succession strategies, risk management services, financial literacy programs and other solutions.

Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship

  • Worked in the Financial Services industry since 1993
  • Earned his Life Underwriters Training Council FellowSM (LUTCF®) designation
  • Licensed to sell Life, Accident & Health as well as Property & Casualty insurance
  • He is an active member of the Greater Providence Chamber of Commerce & Central RI Chamber of Commerce
  • In his free time, Dean enjoys golf, boating & auto racing
  • Dean resides in the Potowomut area of Warwick, RI with his beautiful wife Diane & daughter Amanda

I am licensed and registered to offer products and services in RI. MA, CT and FL Licenses and registrations will vary.
Domiciled in RI.

See Dean’s Licenses and Disclosures

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Barnum - Rhode Island

Satellite Office

200 Crossings Blvd. Ste 200
Warwick, RI 02886

CRN202008-234493