Dean A. Billman - Morgan Stanley Financial Advisor - Pasadena, CA
Morgan Stanley
Dean A. Billman
Consulting Group
Senior Vice President, Wealth Management
Financial Advisor
55 South Lake Ave, Ste 700
Pasadena, CA 91101
tel: (626) 304-2450
toll-free: (800) 362-6992 
fax: (626) 449-7121
Dean A. Billman

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Pasadena City College (PCC)
    Business Advisory Counsel
  • Tournament of Roses Organization
    Equestrian Committee 2014-2015
    Pasadena, CA
  • Rotary Club of Pasadena
    Board of Directors (2005-2008)
    Pasadena, CA
  • Pasadena Chamber of Commerce
  • Los Angeles County Museum of Art (LACMA)
    Los Angeles, CA
  • Museum of Latin American Art (MOLAA)
    Long Beach, CA
  • BGSU Alumni Organization
  • Xavier University Alumni Association
  • Los Angeles Conservancy
    Los Angeles, CA
Services
  • 401(k) Rollovers
  • Asset Management
  • Access to Lending Services
  • Trust Services and Accounting
  • Estate Planning Strategies
  • Wealth Management
  • Endowments and Foundations
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Executive Financial Services
  • Municipal Bonds
  • Cash Management
  • Professional Portfolio Management
  • Education Planning
  • Certificates of Deposit
  • Insurance Services
  • Corporate Retirement Plans
  • Annuities
  • Qualified Retirement Plans
Education and Licensing
  • Smith Barney Financial Planning Specialist Certificate, 2007
  • Corporate Retirement Service Education, 2002
  • Smith Barney Guided Portfolio Management Program, 2001
  • Business Practice Management Program, 2000
  • Consulting Group University, 1998
    San Francisco, CA
  • Long Term Care Insurance License, 1996
  • California Life Insurance and Annuity Exam, 1993
  • NYSE / NASD Exam, 1993
    (Series 7 Exam)
    Investment Advisor Exam, 1993
    (Series 65 Exam)
  • Post - Graduate Classes, 1992 - 1993
    Claremont Graduate School
    Claremont, CA
  • Master of Business Administration, 1986
    Xavier University
    Cincinnati, OH
  • Bachelor of Science in Business Administration, 1976
    Bowling Green State University
    Bowling Green, OH
Honors and Recognition
  • 2012 Named Los Angeles Magazine Five Star Wealth Advisor
  • Smith Barney Century Council, 2009
    Smith Barney
    Pasadena, CA
  • Smith Barney Century Council, 2008
    Smith Barney
    Pasadena, CA
  • Smith Barney Century Council, 2007
    Smith Barney
    Pasadena, CA
  • Smith Barney Century Council, 2006
    Smith Barney
    Pasadena
  • Blue Chip Council Member
    Smith Barney
    Pasadena, CA
  • GE Sales Engineer of the Year
    General Electric Utility and Industrial Division, 1985
  • 2011 Named Los Angeles Magazine Five Star Wealth Advisor
Business Experience
  • 1993 - Present: Morgan Stanley*

    First Vice President
    Retirement Plan Consultant
    Financial Advisor
    Pasadena, CA
  • 1990 - 1993: General Electric Company

    Sales Marketing and
    Customer Service Manager
    GE Aircraft Engine Business Group
    Ontario, CA
  • 1980 - 1990: General Electric Company

    Account Manager
    GE Utility & Industrial Sales Division
    Cincinnati, OH

Bulletin Board
  • See December On the Markets from the Global Investment Committee featuring

    “Be Thankful” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says we are still “firmly entrenched” in a classic late-cycle economy and bull market, but the high returns we experienced this year are unlikely to be repeated in 2018. 

    Ringing in Year 10 of the US Economic Expansion Midway through next year, the US will celebrate its 10th year of economic expansion, notes Ellen Zentner, chief US economist for Morgan Stanley & Co. Though unemployment is low and interest rates are rising, a lack of overheating in critical sectors such as housing suggests the economy has room to run. 

    • Global Equities Move Into Thin Air New 12-month forecasts for global equity markets imply only modest single-digits gains, according to Morgan Stanley & Co. equity strategists. That’s because earnings growth is likely to slow and price/earnings ratios will probably undergo compression.

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Dean A. Billman holds the following registrations:
Securities Agent: AZ, CA, CO, FL, GA, ID, IL, KS, MA, MD, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1278870

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Awards Disclosures

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