Al Dearing
Financial Advisor
Introduction
Al Dearing is financial advisor with over 40 years of experience in financial services.
Al has been named a Five Star Wealth Manager for seven years; 2020; 2019; 2017; 2016; 2015; 2014; 2013. This award seeks to spotlight an elect group of representatives who are exceptional in both ability and commitment to client satisfaction. In identifying the award winners, a survey field including both clients and financial service professionals were asked to evaluate their advisors based on criteria such as; integrity, communication, customer service, knowledge/expertise, value and overall satisfaction. Less than five percent of Milwaukee area advisors were selected for this award. You can learn more about the Five Star Wealth Manager award here: https://www.fivestarprofessional.com/awardwinner/34568
Al and his wife Sandy are long time residents of Elm Grove, where they are active in their family and church life.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Becky McDaniel
Supervisory Principal
Ron Segon
Operations Manager
Melissa Smentek
Executive Assistant to Giancarlo Foti & James Slaughter
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Executive Team
James Slaughter
President, CGO & Founder
Giancarlo Foti
CEO & Founder
Location & Contact Information
12700 W Bluemound Rd.
Suite 208
Elm Grove, WI 53122