Dean Morra

(401) 243-8888
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  • Financial Services Representative
  • Reigistered Representative

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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/East Greenwich, RI with his wife Diane

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

Check the background of this investment professional on FINRA’s BrokerCheck

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Working For the Future You Want


Risk Management

Managing the risks that may compromise your financial goals is a vital step toward protecting your assets.

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Property and Casualty Insurance

Coverage that protects against legal liability as well as property losses to your business, home or car.

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Business Planning

Protect yourself, your employees and your assets with key products created just for business owners.

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(401) 243-8888
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