Managing Partner - Houston, Angleton & 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 Kristen live in Katy, Texas with their five wonderful children, Clinton, Carter, Taylin, Taryn and Teagan. 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, bringing more than 20 years of professional experience with him. 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.
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 2020 less than 3 percent of wealth managers in Houston, Texas were named to the list*.
Dean is also proud to have been recognized as a Summit Club advisor for 2019—a distinction based on annual production that places him among the top 19 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 Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts and Commonwealth home office staff. Summit 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.
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This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.
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*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. 2,992 Houston area wealth managers were considered for the award; 209 (7 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,114 considered, 218 winners; 2017: 2000 considered, 228 winners; 2016: 1763 considered, 437 winners; 2015: 2289 considered, 408 winners; 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.