Dean Howell Email & Phone Number

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Our team, the CenterPoint Group, was formed 15 years ago to combine our unique and complementary capabilities to elevate our ability to help our clients achieve their financial goals; preserve their assets; and grow their wealth.My partners and I take to heart the important role we play in helping our clients manage their personal and family financial well-being. Our goals are focused on:-Earning our clients’ trust and increasing their confidence in making financial decisions-Helping our clients gain peace of mind around their financial security-Forging long-lasting relationships with our clients and their familiesWe pursue these goals by providing comprehensive wealth management focused on comprehensive planning, portfolio management, and excellent service.These core services expand, evolve and adapt to the life changes and stages each of our clients’ experience – from risk-managed growth during pre-retirement to tax-efficient growth and income during retirement to wealth transfer later in life.While we have the ability to meet the needs of most investors, we have a particular niche serving business owners, executives, and companies across business succession planning and exit strategies, retirement planning, and estate planning.We would be pleased to discuss your goals and your current strategy for achieving them. Please contact us at dean.howell@ubs.com **Registered States**AK,AR,AZ,CA,CO,FL,IA,ID,IL,IN,MI,MN,MO,MT,NY,OK,OR,PA,TN,TX,UT,VA,WA

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  Portland State University

  Business Administration And Management, General