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 ...more

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 Zones, 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 - You want to simplify your financial life - 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 the Self-Storage property owner - Exploring 1031/DST Exchanges and/or Alternative Investments 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 USA 772-252-0120 | D.Phillips@LPL.com (Licensed Registered Representative of LPL Financial. Member FINRA/SIPC.) #1031Exchanges #DST #DelawareStatutoryTrusts #Fee-basedWealthManagement #FloridaFinancialAdvisor #721UPREITless