Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
660 Beachland Boulevard
Vero Beach, FL 32963
Connect with me on LinkedIn
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Dean Phillips is Financial Advisor with Merrill Lynch Wealth Management in Vero Beach, Florida.
He has been in the Financial Services industry since 1994.
He began his career in San Francisco, CA for global asset manager, GT-Global-Liechtenstein Global Trust. Prior to joining Merrill, Dean held Regional Vice President/Managing Director roles covering Southeastern U.S., Texas, Puerto Rico & USVI territories 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, Utah Insurance licenses and (AAMS®) Accredited Asset Management Specialist designation from The College for Financial Planning.
In his leisure time, Dean enjoys international travel (40+ countries, so far), snow skiing, riding BMW GS motorcycles and General Aviation. He is an FAA licensed private pilot and a volunteer with U.S. Coast Guard Auxiliary Aviation District 7, Flotilla 56. Dean resides in Vero Beach, FL 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
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.