As experienced and seasoned Wealth Advisors, we are dedicated to serving successful Individuals, Entrepreneurs and Business Owners.
We specialize in providing top-tier services such as Cash and Investment Management, Alternative Investments,1031 Exchanges-DST Delaware Statutory Trusts, 721 UPREITs for tax-deferral on Real Estate, QOZs-Qualified Opportunity Zones, Full and Fractional Owner Financing of Aircraft/Yachts/Real Estate, Philanthropic Planning and (SBLOCs) Securities-based Lines of Credit.
Insight and Expertise
Personalized Private Wealth Services
Providing tailored investment management services to meet your financial goals with precision and expertise.
Wealth Building or Capital Preservation-we work to your goals.
Implementing innovative Alternative Investments and Lending solutions to diversify and enhance your financial success.
Access to Trust & Estate, Tax, Insurance and Family Office Services through our network of specialized professionals.
Specialty practice areas: Private and Commercial Aviation, Part 91/Part 135 Aviation. Commercial Real Estate, Securities-based Lending, Private Family Foundations and CRT-Charitable Remainder Trust strategies.
Crafting personalized 1031-Exchanges, Delaware Statutory Trusts (DSTs), 721-UPREITs and Qualified Opportunity Zone (QOZ) offerings to optimize your investment portfolio and minimize tax implications on the sale of client’s Real Estate or Businesses.
Secure your Financial Future. Establish your Family’s Legacy.
Dean C. Phillips, AAMS™
Founder | Wealth Advisor
Dean C. Phillips, AAMS™ is Founder and Wealth Advisor at Phillips Private Wealth, LLC in Vero Beach, FL (Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.)
Dean and his network of professionals serve individuals, business owners and entrepreneurs throughout the U.S. and USVI.
Prior to founding Phillips Private Wealth, LLC, Mr. Phillips was Senior Financial Advisor + Senior Portfolio Advisor at Merrill Lynch Wealth Management (2016 to 2024.)
Dean has also held Senior Vice President and Managing Director roles with well-known institutional asset managers including: GT Global-Liechtenstein Global Trust, INVESCO Funds, First Eagle Investments and Third Avenue Management in New York City.
With over 30 years of experience in the Financial Services industry, Mr. Phillips and his partners draw upon their deep institutional asset management background to help grow, manage and preserve the financial affairs of affluent families, entrepreneurs, business owners, private family foundations and non-profit organizations.
In his free time, Dean and his wife, Lily are avid international travelers (42 countries so far in Europe, Asia and Central/South America.) Dean is also a passionate Snowbird, Utah snow skier, BMW GS Adventure motorcycle rider & has been an FAA licensed private pilot since 2010.
Originally from San Francisco, CA where Dean worked in the SF Financial District - Dean and his wife have resided in South Florida since 1996. They live and work in the beautiful Southern Florida beach town of Vero Beach, FL.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1000 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)
Experience our Financial Insights. Live Your Best Life.
Reasons to Connect:
Need help building or monitoring an Investment Portfolio?
Would you benefit from a trained “second set of eyes” in reviewing your current investment Asset Allocation?
Are you selling your closely-held Business or a Real Estate portfolio?
Exploring a 1031-Exchange, (DST) Delaware Statutory Trust or Qualified Opportunity Zone (QOZ)?
Interested in creating a Private Family Foundation?
Purchasing a Private Aircraft or Yacht?
Buying Resort, International or Commercial Real Estate?
Need Help with Business Succession Planning or Key-Person Insurance?
Recently receive an Inheritance or had a “Liquidity Event?” Need help in managing it?
Plans on Retiring Soon or Recently Retired?
We can help you. Take the first step by providing a few contact details and our team will follow-up promptly.
We look forward to assisting you on your wealth journey!