Edward Jones - Financial Advisor: Dean Wilcox

Edward Jones - Financial Advisor: Dean Wilcox Our Monona-based team is growing, driven by a commitment to providing exceptional client experiences.

We strive to educate our clients on their current financial situation and assist them in establishing achievable financial goals. Utilizing a proven 5-step process, we work closely with our clients to develop personalized strategies that facilitate goal attainment and continuous progress monitoring. As a cohesive unit, we partner with our clients to navigate life's challenges and ensure they remai

n on track. As a native Wisconsinite, I spent my childhood in a small town, where outdoor pursuits and loyalty to local sports teams, including the Packers, Badgers, and Brewers, were integral to my upbringing. After dedicating 25 years to hospitality sales and finance, my wife and I settled in Dane County, WI to raise our three sons. Family time is paramount to us, and we actively participate in local community organizations and volunteer work throughout the area. We invite you to connect with me and my team if you are retired or approaching retirement and require a comprehensive retirement strategy, own a business or are considering a sale and need financial guidance, or if you would like a second opinion on your existing plan. Furthermore, if you share our enthusiasm for family, travel or the outdoors, we encourage you to reach out anytime.

How much can you withdraw from your portfolio in retirement and not run out of money?
12/01/2025

How much can you withdraw from your portfolio in retirement and not run out of money?

Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common heal...
11/19/2025

When it comes to covering health care costs in retirement, preparing can be the best medicine. Here are five common health care mistakes to avoid as you prepare for retirement.

Avoid these 5 costly health care mistakeswww.edwardjones.com/us-en

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best str...
11/17/2025

You've spent time and resources developing an estate plan. But if your assets aren't titled correctly, even the best strategies can fail.

Asset titling: Don’t let your estate plan unravelwww.edwardjones.com/us-en

While profits are driving the artificial intelligence rally, rising expectations could become a headwind.
11/17/2025

While profits are driving the artificial intelligence rally, rising expectations could become a headwind.

Find out what’s driving the international markets, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leav...
11/13/2025

As families gather this time of year, it brings to mind how we can provide for our loved ones and what legacy we'll leave them when we're gone. Be sure to meet with your family to discuss the details of your estate and the reasons behind your decisions. This can help prevent future conflict, reinforce your values and support stronger relationships.

Want more tips? Consider these seven things when planning your estate with your attorney: https://bit.ly/4pcqZre

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to hel...
11/06/2025

Want to live out retirement on your terms? Begin by contacting me so we can develop a retirement savings strategy to help you live comfortably after you stop working.

Learn more: https://bit.ly/4qQIy1G

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international ma...
10/20/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/19/2025
Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an ap...
10/17/2025

Do you have the “drive” to reach your financial goals? Check out these 10 investing rules of the road and schedule an appointment with me, so we can plot the path to help you get where you want to be.

Learn more: https://bit.ly/4opnJs4

Stay up to date with the latest developments, trends and daily insights on the market.
10/07/2025

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

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5690 Monona Dr
Monona, WI
53716

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 6pm
Friday 8:30am - 3pm

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