Dean Phillips Email & Phone Number
Founder | Wealth Advisor @ LPL Financial
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Dean Phillips Location
- Vero Beach, FL, US
Dean Phillips Work
- Founder | Wealth Advisor @ (March 2024 - Present)
- Senior Financial Advisor, Senior Portfolio Advisor @ (July 2016 - March 2024)
- Managing Director of Sales - External Wholesaler (Southeastern U.S. and Texas) @ (August 2015 - April 2016)
- Managing Director, External Wholesaler-Philanthropy and Wealth Advisors, LLC @ (December 2014 - August 2015)
- Senior External Wholesaler @ Access Distribution Partners, LLC (January 2012 - January 2014)
- National Sales Director @ del Rey Global Investors (January 2010 - January 2012)
- Third Party Marketer and Wholesaler (Boutique Mutual Funds and Alternative Investments) @ (January 2009 - January 2010)
- Senior Vice President, External Wholesaler-Florida and Southeastern U.S, Texas and Puerto Rico and USVI @ (March 2005 - April 2009)
- Regional Vice President - External Wholesaler @ Van Kampen Funds (Invesco) (January 2003 - January 2005)
- External Wholesaler, Associate Vice President of Sales @ Invesco US (January 2000 - January 2003)
Dean Phillips Education
- San Francisco State University
Bachelor of Arts - BA (International Relations-Concentration in Economics)
Dean Phillips Skills
- Family Wealth Management Strategies
- Wealth Management
- Wealth Planning for Families and Endowments
- Travel
- Value-Oriented Investment Selection
- Non-Profit Wealth Advising
- Wealth Preservation
- Investment Advising
- Aviation and Pilot
- Business Owner Planning
- Estate and Wealth Planning Services
- Foundations and Trusts
- High Net Worth Individuals
- Institutional Asset Management
- Financial Advisor
- Real Estate
- Retirement Planning
- Private Family Wealth Management
- Philanthropic strategies
- Philanthrophic Planning
- 1031 Exchanges
- 1031 Exchanges/DSTs/721-UPREITS
- Alternative Investments
- Analytical Skills
- Capital Introduction
- Capital Markets
- Capital Raising
- Cash
- Consultative Selling
- DST
- DSTs
- English
- Equities
- FAA Licensed Private Pilot
- FINRA
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Foundations
- Fundraising
- Global Allocation
- Goal Based Wealth Management
- Hedge Fund Distribution
- Hedge Fund Sales
- Hedge Funds
- Independent Financial Advice
- Investment Advisory Services
- Investment Management
- Investment Portfolios
- Investment Products
- Investment Strategies
- Investments
- Investor Relations
- Managing New Wealth
- Mountain Biker
- Mutual Funds
- Portfolio Management
- Presentations
- Private Credit
- Product Specialists
- Public Speaking
- Roadshows
- Sales
- Sales Management
- Sales and Marketing
- Succession Planning
- Wealth Management Services
- Estate Planning
- Series 63
- Offshore Mutual Funds And Smas
- Charitable Remainder
- Ria Registered Investment Advisors
- Investment Real Estate
- Consulting
- Senior Secured Loans
- International Investments
- International
- Faa Licensed Private Pilot Sel With High Performance
- High Net Worth
- Salesforce.com
- Long Short Hedge Funds
- Fixed Income
- Philanthropy
- Insurance
- Technically Advanced Endorsements
- Trust And Estate Planning
- Managed Futures
- Distressed Debt
- Ria Registered
- Value Investing
- Business Development
- Institutional Investments
- Series 66
- Family Offices
- Asset Allocation
- Alternative Investment Strategies
- Microsoft Office
- Strategic Financial Planning
- Reg D Investment/Private Placements
- Emerging Markets
- Stocks
- Charitable Remainder Trusts
- New Business Development
- Asset Management
- Separately Managed Accounts
- Credit
- Exchange Traded Funds
- Sicav And Ucits Funds
- Customer Service
- High Yield Bonds
- Securities
- 3Pm Third Party
- Liquid Alternatives
- Offshore Mutual Funds
- Meridian
- 3Pm Third Party Marketing
- Private Equity
- Investment Banking
- Strategic Financial
- Separately Managed
- Business Development Companies Bdcs
- Marketing Strategy
- Series 65
- Philanthropic Planning
- Series 7
- Alternative Investment
- Institutional
- Structured Products
- Rias
- Mississippi
- International Relations
- Louisiana
- Trusts
- Uma
- Int
- Third Party
- Florida
- Merrill Lynch
- Texas
- Management
- Insurance Planning
- Funding
- RIA
- Utah
- Non Profit Administration
- Distribution Strategies
- Georgia
- Foundation
- Crown
- Asia
- Nyse
- Strategies
- Sophisticated
- Variable
- UCITS
- Denver
- Offshore
- Puerto Rico
- Wealth
- Ml
- Estate Law
- Capital
- Phillips
- Aams
- Los Angeles
- Eagle
- Producing
- Economics
- C
- Wells Fargo
- Endowments
- Institutions
- Non Traditional
- Marketing
- Sma
- Hf
- Distance Learning
- Switzerland
- Scotland
- Islands
- Pwm
- Frontier
- Arkansas
- Retail Sales
- 66 Licensed
- Distribution
- Banking
- Art
- Faa Private Pilot General Aviation
- Portfolio
- Trust
- New York
- Property Management Systems
- San Francisco
- Alternative Assets
- India
- Staff Development
- Hong Kong
- Wholesale
- Dealers
- Third Party Marketing
- Business Development Companies
- Non Profit Wealth Advising
- Value Oriented Investment Selection
Dean Phillips Summary
- Dean Phillips, based in Vero Beach, FL, US, is currently a Founder | Wealth Advisor at LPL Financial. Dean Phillips brings experience from previous roles at Merrill Lynch Wealth Management, Third Avenue Management, Silver Leaf Partners and Access Distribution Partners, LLC. Dean Phillips holds a Bachelor of Arts - BA in International Relations-Concentration in Economics @ San Francisco State University. With a robust skill set that includes Family Wealth Management Strategies, Wealth Management, Wealth Planning for Families and Endowments, Travel, Value-Oriented Investment Selection and more. Dean Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
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James Sands Jr
President
Fort Myers, FL, US
Rich Steinmeier
Chief Executive Officer
California, United States
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