Focus

As a Managing Partner of Quillion Wealth Management, Dean provides comprehensive and extensive investment, retirement, and legacy planning to select high-net-worth and Fortune 500 clients.  

Background and experience

For over two decades Dean has helped clients address their financial goals and develop strategies by focusing on each individual’s specific needs. With extensive experience navigating major shifts in the markets, Dean has dedicated his career to delivering the personalized investment planning services his clients deserve.

Dean began his career in 1996 as a Financial Advisor with Smith Barney in Baltimore, Maryland where he developed his fundamental investment knowledge. From 1999 until 2005 he worked with Morgan Stanley in Annapolis, Maryland where he further honed his skills and expertise. He then worked with Bank of America/Merrill Lynch from April 2005 until June 2015. During that time he was the designated broker for the Bank of America Private Bank where he worked exclusively with high-net-worth clients regarding legacy planning and “Rule 144” restricted stock option exercises and sales of publicly traded corporate stock for executives. 

In June 2015 he and three of his associates at Merrill Lynch decided to start their own practice within Wells Fargo Advisors Financial Network to concentrate on servicing the needs of retirees and executives of Fortune 500 companies. 

Education, Licenses, and Registrations

Dean has a Bachelor of Science degree from the University of Maryland, College Park and lives in Gambrills, Maryland.

Dean maintains FINRA series 7, 9, 10, 63, 65 and Maryland Life and Health licenses.


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