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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

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

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Awards Disclosures

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