Dean Elliott, CPFA®

Managing Partner - Lake Jackson, Sweeny, & Durango Offices

“My goal is to ensure that you have a comprehensive plan to address your entire retirement picture by emphasizing the importance of wealth accumulation, tax planning, estate planning and risk management.”

Dean Elliott was raised in San Angelo, Texas. Having graduated from Central High School, he achieved the esteemed rank of Eagle Scout with the Boy Scouts of America. After graduation, he served four years in the United States Marine Corps and was honorably discharged. After service, Dean graduated from the University of Houston with a Bachelor of Science in Finance and was honored to receive a nomination for the Unsung Hero Award in Brazoria County.

Dean and his wife live in Katy, Texas with their five wonderful children. In their free time, they are active within the community and enjoy spending time with family and friends. Dean’s hobbies include traveling, fishing, hunting, and long-range shooting.

Dean prides himself on specializing in comprehensive financial planning with a select group of clients that include affluent individuals and families, executives, and business owners. He began his independent and comprehensive financial practice with LPL Financial in 1996 before joining Commonwealth Financial Network® in 2009. He later joined forces in partnership with Global Wealth Advisors in their Lake Jackson office, bringing more than 20 years of professional experience with him. He serves the Lake Jackson, Angleton, and Sweeny areas of Texas, as well as Durango, Colorado, and the Four Corners area. He is a Certified Plan Fiduciary Advisor® and holds the FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Adviser Representative. He also holds insurance licenses in multiple states and teaches financial planning and investment classes.

Awards

Five-Star Wealth Manager

2013-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered between May 2021 and February 2022. 3,215 advisors were considered, 176 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

CFN Vista Club Logo

Dean is also proud to have been recognized as a Vista Club advisor for 2021—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the broker/dealer–RIA who helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Our Lake Jackson office is located at:

207 That Way B-3, Lake Jackson, TX 77566 - Phone: (979) 849-4700 Email: info@gwadvisors.net