Our Speakers/Sponsors are Dean C. Phillips and Jeffrey C. Petersen from Merrill Lynch Wealth Management, Vero Beach, FL.
TOPIC: “How To Fund Your Business, Real Estate (or Your Dreams) - Using Your Portfolio.”
Dean C. Phillips is a Financial Advisor with Merrill in Vero Beach, FL. He has been in the Financial Services industry since 1994. Dean began his career in San Francisco, CA for an Institutional global asset manager. Prior to joining Merrill, Dean held Regional Vice President and Managing Director roles for several recognized global asset managers-including INVESCO Funds, First Eagle Investments and Third Avenue Management. He covered Southeastern U.S., Texas and Puerto Rico/USVI regions.
Dean was recruited by Merrill to assist in growing, managing and preserving the financial affairs of high-net-worth families, entrepreneurs/business owners, private family foundations and philanthropic organizations in South Florida and beyond. Dean is a graduate of San Francisco State University-San Francisco, CA, Bachelor of Arts, International Relations-Concentration in Economics. Additionally, he holds the Series 7, 66 FINRA registrations, Florida and Utah Insurance licenses and the (AAMS®) Accredited Asset Management Specialist℠ designation from The College for Financial Planning.
In his leisure time, Dean enjoys international travel (42 countries, so far), snow skiing, riding BMW GS motorcycles and General Aviation as a FAA licensed private pilot. He’s also a volunteer with U.S. Coast Guard Auxiliary Aviation District 7, Flotilla 56. He resides in Vero Beach with his wife, Lily.
Dean follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.
Dean C. Phillips, AAMS®
Financial Advisor | NMLS ID: 1181559
Merrill Lynch Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc.
660 Beachland Boulevard, #101 | Vero Beach, FL 32963
Click My Website for timely information that matters to you!
Jeffrey C. Petersen committed his talents to Merrill Lynch Wealth Management back in 2014, coming from the renewable energy space, working for Fortune 500 companies as well as startups. Jeff has a passion for understanding and solving complex problems, and has a drive and determination to match his intellect. Jeff has a particular talent for cutting through the noise out in the world to help clients focus and develop actionable strategies to help them strive toward achieving their financial goals.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as United Way of Indian River County, and the Arc of Indian River. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Jeffrey Petersen, CFP®
Wealth Management Advisor | NMLS ID # 1277256
Senior Vice President
Merrill Lynch Wealth Management
Fessler Petersen Wealth Management Group
Merrill Lynch, Pierce, Fenner, & Smith, Inc.
660 Beachland Blvd, Vero Beach, FL 32963
T 772.231.9080, F 772.621.5120