Dean Elliott

Managing Partner - Lake Jackson & Sweeny 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 and graduated from Central High School, where 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, and also Durango, Colorado and the Four Corners area. He 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

Dean Elliott is a multi-year recipient of the FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. In 2021 less than 6 percent of wealth managers in Houston, Texas were named to the list 1.

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


1 Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,133 Houston area wealth managers were considered for the award; 173 (6 percent of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,219 considered, 174 named; 2019: 2,992 considered, 209 named; 2018: 3,114 considered, 218 named; 2017: 2000 considered, 228 named; 2016: 1763 considered, 437 named; 2015: 2289 considered, 408 named; 2014: 3958 considered. These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.