Wealth Advisor - Houston & 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, where he graduated from Central High School in 1990. During high school, he achieved the rank of Eagle Scout in the Boy Scouts of America. After graduation, he served for four years in the United States Marine Corps where he received an Honorable Discharge in 1994. After his service, Dean graduated from the University of Houston with a Bachelor of Science in Finance. In 1999, he was nominated for the Unsung Hero Award in Brazoria County.
Dean and his wife Kristen live in Katy, Texas, and have been married since December 2001. They have five wonderful children: Clinton, Carter, Taylin, Taryn and Teagan. In his free time, Dean enjoys spending time with his family and friends. His hobbies include fishing, hunting, long range shooting and traveling.
Dean began his independent and comprehensive financial practice with LPL Financial in 1996 before joining Commonwealth Financial Network® in February 2009. He has more than 20 years of professional experience and has taught financial planning and investment classes for many years. He holds the FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Adviser Representative. He is also insurance licensed in multiple states.
Dean prides himself on specializing in financial planning with a select group of clients that include affluent individuals and families, executives and business owners.
Dean 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 2018 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 2018—a distinction based on annual production that places him among the top 20 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.
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.
Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).
Click Here to view Paladin’s research report for this professional or firm.
*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. 3,114 Houston area wealth managers were considered for the award; 218 (7 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.