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BOOK OF EXPERTS: SeaCrest Wealth Management LLC focuses on unique needs of clients

BOOK OF EXPERTS: SeaCrest Wealth Management LLC focuses on unique needs of clients

SeaCrest is an independent, employee-owned Registered Investment Advisory boutique. We are a select group of Wall Street veterans, independently partnered with Charles Schwab & Co., TD Ameritrade and Fidelity.

LivingstonLivingston’s commitment is to put his clients’ interests first, serving as their independent investment steward and fiduciary.

“I advise about 50 families, providing wealth strategy counsel and management to each, based on their unique needs and circumstances. This business is my personal passion, calling, and it is a privilege.”

As a Registered Investment Advisor (RIA), his services are provided through Charles Schwab & Co. Dean provides conflict-free, unbiased professional investment portfolio strategy and management services, on a fixed fee basis.

He works with each client, in coordination with their tax and legal advisers, to employ disciplined investment, tax, and estate planning strategies, consistent with their specific goals and future needs.

He keeps his clients informed and maintains well-disciplined asset-allocation, tax-efficient strategies.

Upon completion of a BS in Accounting at USC in 1984, Dean worked in the tax and audit departments of successive CPA firms.

He later located to Washington, D.C., as the Personal Assistant to the late Sen. Strom Thurmond, President Pro Tempore of the United States Senate.

In 1987, Dean began his career as a Wealth Advisor.

“Greenville, being blessed with the combination of a faith-based community, entrepreneurial spirit, excellent education, and visionary leadership, is home.”

Dean, his wife Tina, and daughter Jenna are members of First Presbyterian Church. He has served as Treasurer, Elder, Deacon and Foundation Director.