Office: 772-252-0120 | Email: D.Phillips@LPL.com
As experienced and seasoned Wealth Advisors, we’re dedicated to serving successful Individuals, Entrepreneurs, Aviation Professionals and Commercial Real Estate Owners with their wealth management needs.
We serve clients throughout the U.S. and Americans living or working Internationally as Expats, Offshore-based Executives or as U.S. Foreign Service Officers based overseas.
As an Independent Financial Advisory firm with zero proprietary products, we can provide Cash Management, Investment Management, Alternative Investments, Commercial Real Estate 1031 Exchanges, 1031-DSTs Delaware Statutory Trusts, 721-UPREITs for tax-deferral, (QOZ) Qualified Opportunity Zones, Securities-based Lending for Full or Fractional Owner financing for Private Aircraft, Yachts, Real Estate, Charitable Planning.
Fiduciary Services
As an advisory client, you can feel comfortable knowing your advisor is an LPL Investment Advisor Representative.
A Fiduciary is someone who manages money or property for someone else. Dean C. Phillips is an LPL Investment Advisor Representative and provides fiduciary services to advisory clients in coordination with LPL Financial. He is held to the standard required by law to manage client money and property for the benefit of the client. In a Fiduciary contract, Dean’s compensation is not allowed to be earned from any investment company or trading.
The firm LPL Financial is the Registered Investment Advisor (RIA), and through its Investment Advisor Representatives provides asset management to high-net-worth individuals worldwide. We uphold the industry’s highest standard of care and help investors work toward their long-term goals through active money management.
Personalized Private Wealth Services
Implementing innovative Investment 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 business owners, Commercial Real Estate owners, U.S. Expats living or working internationally, Securities-based Lending, Private Family Foundations and Charitable Remainder Trust strategies
We provide tailored investment management services to meet your financial goals with precision and expertise. We offer investment advice on traditional and alternative investment strategies.
Whether your needs are Income, Capital Appreciation or Capital Preservation - portfolios are customized towards your personal financial goals.
Crafting personalized 1031-Exchanges, (DSTs) Delaware Statutory Trusts, 721-UPREITs and (QOZ) Qualified Opportunity Zone offerings.
We work to optimize investment portfolios and minimize tax implications upon the sale of a client’s Land/Ranch properties, Commercial Real Estate or Businesses. We work in close coordination with our client’s CPAs and Attorneys.
Secure your Financial Future. Establish your Family’s Legacy.
Dean C. Phillips, AAMS™
Founder | Wealth Advisor
Dean C. Phillips, AAMS™ is Founder & 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 previously held Senior Vice President and Managing Director roles with several 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) thirty years of experience within the Securities Industry, Mr. Phillips and his team 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.
Dean earned a Bachelor of Arts (BA) in International Relations (concentration in Economics) from San Francisco State University -San Francisco, CA. He also holds the Accredited Asset Management Specialist™ (AAMS) designation from the College for Financial Planning.
Mr. Phillips is FINRA Series 7, 63, 66 securities licensed and State of Florida and State of Utah Life, Health and Variable Insurance licensed.
Dean was born in Okinawa, Japan while his parents were stationed at Kadena U.S. Air Force Base. Back stateside, he grew up in Southern California. During college, Dean moved to San Francisco and after graduating from SFSU he worked in the San Francisco “Financial District” for a Liechtenstein-based global investment manager.
In his free time - Dean and his wife Lily are avid international travelers (43 countries-so far throughout Europe, Central/Southeast Asia and Central/South America.) Dean’s also a passionate Snowbird Utah snow skier, BMW GS Adventure motorcycle rider & has been an FAA licensed private pilot since 2010.
Dean and his wife have resided in the State of Florida since 1996. They live and work in the beautiful Southern Florida beach town of Vero Beach, FL.
About LPL Financial:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. and a Fortune 500 company.
As a leader in the financial advisor-mediated marketplace, LPL supports nearly 32,000 Financial Advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodian of approximately $2.3 Trillion USD in brokerage and advisory assets on behalf of approximately 8 million client accounts. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that Advisors and Institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC, a registered investment advisor and broker-dealer, member FINRA/SIPC.
Experience our Financial Insights. Live Your Best Life.
Reasons to Connect:
You Plan to Retire Soon or Recently Retired
Received an Inheritance or had a Liquidity event.
You’ve sold a closely held Business or are exercising Stock Options/Executive Compensation
Need help building or monitoring your Investment Portfolio or crafting Income Strategies
Interested in owning Alternative Investments (Hedge Funds, Private Equity) as an “Accredited Investor”
You want a trained “second set of eyes” to review your current investment asset allocation
You’re Selling appreciated Commercial Real Estate and need Tax-Deferral Strategies
Contemplating a 1031-Exchange, 1031-Delaware Statutory Trust (DST) or Qualified Opportunity Zone (QOZ)
Interested in creating a Private Family Foundation, Charitable Remainder Trust or Donor-Advised Fund
Purchasing a fractional or full share Private Aircraft or Private Yacht
You’re a U.S. Citizen Working Abroad or Living Overseas in need of Investment Management advice
Interested in working with a Virtual/Remote Financial Advisor that works to your unique schedule and lifestyle
Buying a Business or Real Estate and interested in utilizing Securities-based lending options
Need Help with Business Succession Planning or Key-Person Insurance needs