Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
660 BEACHLAND BOULEVARD
VERO BEACH, FL 32963
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Dean Phillips is Financial Advisor with Merrill Lynch Wealth Management in Vero Beach, Florida.
He has been in the Financial Services industry for over 20 years.
His career began in 1994 in San Francisco, CA for an Institutional global asset manager. Prior to joining Merrill, Dean worked as Regional External Wholesaler in the Southeastern U.S., Texas, Puerto Rico & USVI for several recognized global asset managers-including INVESCO Funds, First Eagle Investments and Third Avenue Management.
Dean was recruited by Merrill to assist in growing, managing and protecting the financial affairs of high net worth families, entrepreneurs/business owners, private family foundations and philanthropic organizations in South Florida-and beyond.
Dean is a graduate of San Francisco State University-Bachelor of Arts, International Relations-Concentration in Economics. Additionally, he holds the Series 7, 66 FINRA registrations, Florida and Utah Insurance licenses and (AAMS®) Accredited Asset Management Specialist designation from The College for Financial Planning.
In his leisure time, Dean enjoys international travel (over 40 countries-so far), snow skiing, riding vintage BMW motorcycles and General Aviation-as a FAA licensed private pilot. He resides in Vero Beach with his wife, Lily.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
San Francisco State University, San Francisco, CA
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.