Charlotte

Deanna Strean

Associate Wealth Advisor

3545 Whitehall Park Dr, Suite 180
Charlotte, NC 28273

Deanna Strean

About Deanna

From her experience managing her own household’s finances, Deanna understands first-hand that holistic financial planning can be overwhelming for clients. She’s proud to be part of a team that guides and educates clients on how to secure their financial futures. By breaking down the various aspects of financial planning into manageable steps, her team helps clients tackle their questions and map out their goals.

As an associate wealth advisor, Deanna provides services specific to clients’ needs as part of a personalized, comprehensive approach to financial planning. Her responsibilities are vast and range from performing financial plan analysis to reviewing estate planning documents and every facet in between. Her main priority when working with a client is to ensure they feel engaged and connected and are comfortable asking her any question. For Deanna, it’s been incredibly rewarding to watch her clients not only plan for but also live out their financial dreams.

With years of experience in the financial industry, Deanna has held positions at multiple firms. Most recently, she served as a financial planning specialist for Carolina Capital Consulting since 2018. She joined Buckingham in 2021 when she and the rest of the CCC team merged to establish the firm’s Charlotte, NC location. She holds a bachelor’s degree in mechanical engineering with a math minor from the University of Kentucky.

Outside of her role with Buckingham, Deanna spends the majority of her time outside either watching her daughter compete in horse shows, playing tennis and pickleball, or improving her golf game. A former Pilates instructor, she still enjoys practicing but equally loves trying new restaurants around town or serving as “chief taster” for her husband’s burgeoning mixology hobby. A Lexington, KY native and passionate Wildcats basketball fan, she and her family currently reside in Charlotte.