Dean Woolworth

Dean brings over three decades of financial and investment experience, beginning his career in 1993. Before joining Merrill Lynch, Dean developed a strong foundation in finance through roles at a Fortune 500 company and as a CPA with a Big Four accounting firm, **though he does not provide tax advice in his current role. He earned his degree in Business Administration with an emphasis in Accounting and Marketing from the University of Puget Sound.

Dean’s mission is to understand his clients and what matters most to them. With that insight, he asks thoughtful questions, listens carefully, and gains a clear picture of where their wealth stands today and where they want it to be tomorrow. Using this understanding, Dean designs and implements personalized plans that help pursue financial goals while managing investment risk. His disciplined, planning-based approach includes tailored strategies for retirement income planning, growth and accumulation, college savings, tax minimization, and legacy planning—all supported by diligent wealth management and a service-centric mindset.

A founder of the R.L. Woolworth Foundation, which supports children and cancer research, Dean is committed to making a positive impact both professionally and personally. He lives in Lake Oswego with his wife, Kerrie, and their two children. Dean enjoys local theatre, watching his elite golfing son compete at the highest levels on the links, and exploring great food—especially burgers—and craft beverages.