Dean Wealth Partners, LLC

Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 designation and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018 and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. In addition to his advisory role, he is also an insurance agent involved in selling insurance on a limited basis. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models combined with quantitative, fundamental, technical, and Modern Portfolio Theory analysis, offering ongoing portfolio monitoring and rebalancing tailored to client objectives.

Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.