Dean Peabody
Profile
Mr. Dean Peabody is a Managing Director of Trading & Research at Reilly Financial Advisors LLC.
He oversees the operational aspects of the firm’s portfolio management software, as well as day-to-day transactional procedures, working hand-in-hand with our custodians.
He works closely with the Reilly Financial Advisors investment committee in stock selection, retention and purchasing to ensure that client portfolios adhere to the firm’s 20-point inspection process and investment philosophy.
He is also a sitting member of the Executive Committee.
He joined the Reilly family business in 1994.
He has earned the FINRA Series 7 and 63 licenses.
Former positions of Dean Peabody
| Companies | Position | End |
|---|---|---|
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 2021-12-31 |
Training of Dean Peabody
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
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