Dean Phass

Dean J. Phass II
Financial Consultant Private Client Group Truist Investment Services, Inc.

201 N Union St

Suite 240,

Alexandria, VA 22314-2642

Dean.J.Phass@truist.com

Phone 703-684-4757

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About me

Background

Dean Phass is a Financial Consultant with Truist Investment Services, Inc. and has more than 5 years of experience working on a Wealth Management team.  His primary focus is to help his clients better their lives through investments and wealth planning. By helping to build a relationship with each client through honesty and trust, he seeks to provide them with a variety of financial products and services that fit each individual, family, or business based on their personal needs.

He attended Old Dominion University and began working at SunTrust Investment Services, Inc. shortly after graduating.  He holds FINRA Series 7 and 66, as well as State Life and Health Insurance licenses.

Registered Representative, Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration
Old Dominion University 2015

Personal Interests

Dean was born and raised in Alexandria, Virginia.  He enjoys travelling, cooking, boating, and fishing.  He and his wife, Jacqueline, have been married for over 4 years and currently reside in the Northern Virginia area.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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