Investment Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Avery Corey-Dickinson Email & Phone Number
Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional |
at
Pointer Financial Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional |
Location
Waterford, Wisconsin, United States
Who is Avery Corey-Dickinson? Overview
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Quick answer
Avery Corey-Dickinson is listed as Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional | at Pointer Financial Group, based in Waterford, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Avery Corey-Dickinson.
Avery Corey-Dickinson previously worked as Investment Analyst at Pointer Financial Group and President & CEO at Don Of Discounts. Avery Corey-Dickinson holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Whitewater.
Company email context
Email format at Pointer Financial Group
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Pointer Financial Group
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Profile bio
About Avery Corey-Dickinson
• Obtained BBA in Finance with an Emphasis in Financial Planning from UW Whitewater• Actively Studying for Series 65 Licensing• Seeking to Obtain CFP®• Former Student-Athlete for University Wisconsin-Waukesha Basketball• Head Coach to Numerous Sports Programs Over the Years (Waterford Union High School, Washington Caldwell, Drought Middle School, SEYFA, WLYB, WYBL, RHS, TYB, WIBL, and more!)• 5,000+ Hours of Documented Volunteer and Community Service Through Numerous Programs
Current workplace
Avery Corey-Dickinson's current company
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9 roles
Avery Corey-Dickinson work experience
A career timeline built from the work history available for this profile.
President & Ceo
Current
Don Of Discounts
- Online/E-commerce Sneaker Store
- Built Fully Operating Website (via WIX)
- Google SEO Skills to Sit Atop of Google
- Business Management & Growth
- Mastered Microsoft Excel to Record Sales
- Utilized Marketing to Reach a Larger Network of Customers
Mar 2014 - Present
Head Baseball Umpire
Current- Youth Baseball Umpire - Ages 8U through 14U
- WIAA Certified
- Rec, Select, and Senior Level Baseball
- Numerous Tournaments & Leagues (Mainly SE WI)
Jun 2013 - Present
Client Services Manager
- Worked on the Annex Ignite Team
- Manage Daily Client Transactions & Inquires Accurately
- Demonstrate Financial Knowledge to Clients to Help Answer Questions
- Sat in Client Meetings with Wealth Manager While Review Plans
- Proactive Responsibility For Preparing Client Reviews, Records, & Outgoing Client Communication
- Ability to Determine Necessary Paperwork, Documentation and Forms, and Track Follow Through
Aug 2022 - Apr 2024
Head Men Basketball Coach
- Head Coach for Freshman Boy’s Basketball & Assistant Varsity Coach
- Led Freshman Team to a Top 3 Finish in Conference
Nov 2021 - Nov 2022
Financial Representative
- Experienced Firsthand Financial Advising Work
- Passed Life/Health Insurance Exams
- Built Personal Book of Business Through Networking, Word of Mouth, & Cold Calling
- Using Microsoft CRM, Excel, and Other Programs to Build and Create Financial Plans
Sep 2020 - Aug 2022
Head Basketball Coach
- Head Coach & Head of Program for Washington Caldwell's Girl’s Basketball (6/7/8th Grade)
Sep 2019 - May 2021
Head Basketball & Volleyball Coach
Drought School
- Head Coach & Head of Program Boys' Basketball and Volleyball (Grades 6-8)
Sep 2019 - Jun 2020
Aug 2013 - Mar 2019
3 education records
Avery Corey-Dickinson education
Bachelor Of Business Administration - Bba, Finance, General
University Of Wisconsin-Whitewater
Associate'S Degree, Business/Commerce, General
Uw-Milwaukee At Waukesha
High School Diploma
Waterford Union High School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Avery Corey-Dickinson work for?
Avery Corey-Dickinson works for Pointer Financial Group.
What is Avery Corey-Dickinson's role at Pointer Financial Group?
Avery Corey-Dickinson is listed as Investment Analyst | Trusted Fiduciary Expert | 5+ Years of Industry Experience | Inspired Wealth Manager Professional | at Pointer Financial Group.
Where is Avery Corey-Dickinson based?
Avery Corey-Dickinson is based in Waterford, Wisconsin, United States while working with Pointer Financial Group.
What companies has Avery Corey-Dickinson worked for?
Avery Corey-Dickinson has worked for Pointer Financial Group, Don Of Discounts, Wind Lake Youth Baseball, Annex Wealth Management, and Waterford Union High School.
How can I contact Avery Corey-Dickinson?
You can use AeroLeads to view verified contact signals for Avery Corey-Dickinson at Pointer Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Avery Corey-Dickinson attend?
Avery Corey-Dickinson holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Whitewater.
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