Dean C. Phillips, Aams™ Email and Phone Number
Dean C. Phillips, Aams™ work email
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Dean C. Phillips, Aams™ personal email
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Dean C. Phillips, Aams™ phone numbers
I'm Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL. I offer fee-based Investment Management, Wealth Advisory, 1031 Exchanges, (DST) Delaware Statutory Trusts and Securities-based Lending. (Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.) I serve individual and business clients throughout the U.S. and USVI. Prior to founding Phillips Private Wealth, LLC, I was Senior Financial Advisor. Senior Portfolio Manager at Merrill Lynch Wealth Management (July 2016 to March 2024.) I've also held Regional VP and Managing Director of Sales roles in the Southeastern U.S., Texas and PR/UVSI for INVESCO Funds, First Eagle Investments and Third Avenue Management raising over $4 Billion USD in new assets in my career. With over 30 years in the Securities Industry, I draw upon my deep institutional asset management background to help grow, manage and preserve the financial affairs of affluent families, entrepreneurs, business owners, family foundations and philanthropic organizations. I can assist clients with Traditional and Alternative Investments, Wealth Management, Securities-based Lines of Credit, 1031 Exchanges, DST-Delaware Statutory Trusts, Opportunity Zone Funds, Insurance, Retirement Planning, Business Succession Planning and Philanthropy/Private Family Foundation services. LET'S CONNECT IF:- You're looking to work with a dynamic and experienced Advisor- Need investment guidance with your portfolio- You're in transition in your career or Retiring- You're Selling your closely held business- Recently moved (or planning to move) to Florida - Seeking guidance on a Liquidity event or Inheritance - You're an Aviation industry business owner or Commercial/ATP Pilot. - You're a Commercial Real Estate investor or Self-Storage property owner- Exploring 1031/DST Exchanges- Selling Commercial Property with large Capital Gains exposure In my free time, my wife and I are avid international travelers (42 countries so far in Europe, Asia and Central/South America.) I'm also an avid Snowbird, UT snow skier, BMW GS-Adventure motorcycle rider. I've also been a FAA licensed private pilot since 2010. I live and work in beautiful Vero Beach, FL with my wife, Lily.Dean C. Phillips, AAMS™Phillips Private Wealth, LLC Vero Beach, FL USA772-252-0120 | D.Phillips@LPL.com(Licensed Registered Representative of LPL Financial. Member FINRA/SIPC.)#1031Exchanges #DST #DelawareStatutoryTrusts #Fee-basedWealthManagement #FloridaFinancialAdvisor #721UPREIT
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Lpl FinancialVero Beach, Fl, Us -
Founder | Wealth AdvisorPhillips Private Wealth, Llc (Lpl Financial) Mar 2024 - PresentSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Senior Financial Advisor, Senior Portfolio AdvisorMerrill Lynch Wealth Management Jul 2016 - Mar 2024New York, Ny, UsBanking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. -
Managing Director Of Sales - External Wholesaler (Southeastern U.S. & Texas)Third Avenue Management Aug 2015 - Apr 2016New York, Ny, UsSales territory coverage for Southeastern U.S and Texas for Third Avenue's funds. Coverage to NYSE Wires, RIAs and Independent broker-dealers. Also, periodic coverage in California. -
Managing Director, External WholesalerPhilanthropy & Wealth Advisors, Llc | Affiliate Of Silver Leaf Partners, Inc. New York City, Ny Dec 2014 - Aug 2015Third Party Marketer of Hedge Fund strategies to RIAs and Institutional (Foundations/Endowments) throughout the U.S. Hedge Fund clients included: Asia Frontier Capital-Hong Kong, Arcstone Capital-Passage to India Opportunity Fund-Mauritius, Montreux Capital Management-UK/Switzerland.
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Senior Vp, External Wholesaler-Southeastern U.S, Texas & Pr/UsviFirst Eagle Investments Mar 2005 - Apr 2009New York, New York, UsRegional Vice President of Sales to NYSE Wirehouses, RIAs and Independent Broker-Dealers in TX, LA, AL, MS, GA, SC, FL, PR and USVI. Raised over $2.5 Billion USD in new assets for First Eagle-Arnhold & S. Bleichroeder (a Blackstone company.)
Dean C. Phillips, Aams™ Skills
Dean C. Phillips, Aams™ Education Details
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San Francisco State UniversityInternational Relations-Concentration In Economics
Frequently Asked Questions about Dean C. Phillips, Aams™
What company does Dean C. Phillips, Aams™ work for?
Dean C. Phillips, Aams™ works for Lpl Financial
What is Dean C. Phillips, Aams™'s role at the current company?
Dean C. Phillips, Aams™'s current role is Phillips Private Wealth, LLC (LPL Financial) | Wealth Management | 1031 Exchanges | DST-Delaware Statutory Trusts | 721-UPREITs.
What is Dean C. Phillips, Aams™'s email address?
Dean C. Phillips, Aams™'s email address is in****@****ail.com
What is Dean C. Phillips, Aams™'s direct phone number?
Dean C. Phillips, Aams™'s direct phone number is +156157*****
What schools did Dean C. Phillips, Aams™ attend?
Dean C. Phillips, Aams™ attended San Francisco State University.
What skills is Dean C. Phillips, Aams™ known for?
Dean C. Phillips, Aams™ has skills like Wealth Management, Financial Services, Aviation And Pilot, Alternative Investments, Mutual Funds, Hedge Funds, Equities, Securities, Investment Management, Series 7, Separately Managed Accounts, Philanthropy.
Who are Dean C. Phillips, Aams™'s colleagues?
Dean C. Phillips, Aams™'s colleagues are Shaquayla Surratt, Cm Selvam, Nicole Oliphant, Sarah Williams, Gaurav Patel, Steven Bellina, Jacqueline Segura Bergara.
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