Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A lifelong Las Vegan, Dean Elyacoubi has devoted the last 15 years to his passion for helping people achieve their financial dreams. As a Wealth Management Advisor at Merrill, his consummate goal is to prepare clients for the unexpected while building and preserving their wealth.
To help clients feel comfortable with each decision they make, Dean strives to demystify the often intimidating world of investments. He offers thoughtfully considered analysis of each client’s portfolio and clear, wide-ranging advice on pursuing an investment strategy to help meet their objectives.
Rather than simply focusing on clients’ finances, Dean takes a holistic approach to developing his customized investment plans. Before his clients invest a single dollar, he takes the time to familiarize himself with their family backgrounds, lifestyle, values and dreams for the future. Besides investments, he evaluates clients’ liabilities, retirement planning and wealth transfer strategies.
Armed with a complete understanding of clients’ circumstances, Dean is extraordinarily well prepared to help them achieve their financial goals and objectives. Moreover, he stands ready to be a clients’ best ally in tackling every financial decision-making opportunity they encounter.
Dean holds the CERTIFIED FINANCIAL PLANNER™ certification issued by the Certified Financial Planner Board of Standards, Inc.
|Prior to embarking on a career in the financial industry, Dean received a bachelor of science in hotel administration from the University of Nevada, Las Vegas. At home in Las Vegas, Dean remains committed to his community, as well as to staying at the forefront of developments within his industry. He is a 2010 graduate of Las Vegas Chamber of Commerce’s influential Leadership Las Vegas program, previous Board Member of The United Way of Southern Nevada and current Board Member of The Juvenile Diabetes Research Foundation.
In his spare time, Dean enjoys a variety of recreational and leisure activities, including playing soccer and running. An avid traveler, he always looks forward to exploring new cultures and cuisines.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
University of Nevada - Las Vegas
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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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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.