Charles Dix Email & Phone Number

Our wealth management philosophy is grounded in the belief that all aspects of one’s financial life are interrelated. We strongly believe that your total wealth extends far beyond financial issues, and is driven by unique life experiences, intellect, values, and interpersonal relationships. We dedicate our practice to helping individuals and businesses organize, prioritize, and simplify their financial lives. Each step we take with our clients is designed to ensure that their financial well-being is our primary objective. Our goal is to craft these relationships through earned trust, world class service, and a disciplined quarterly review process. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs to help enable them to meet both short- and long-term objectives.A 30 year veteran of the financial services industry, Charles has been dedicated to helping his clients monitor and manage their investments and accomplish their overall financial goals with comprehensive wealth planning. Charles oversaw the Downtown Dallas, Texas branch of the Wells Fargo Advisors Private Client Group office and now oversees the Downtown Dallas, Texas branch of US Capital Advisors. He began his career as a financial advisor in 1984 and has continued to serve as a financial advisor on his wealth management team throughout his management roles. His extensive experience – throughout major shifts in the financial markets – enables Charles to help his clients structure well balanced investment portfolios to address their specific financial goals. He is a graduate of both the Wharton School of Business Corporate Management Program and the SMU Certified Financial Planning (CFP) Program. Charles maintains the FINRA Supervisory Registration Series 8, the General Securities Representatives Registration Series 7, the Uniform Investment Adviser Registration Series 65, the Uniform Securities Agent – State Law Registration Series 63, and holds insurance licenses in numerous states for life, variable contracts and long-term care. He has been a FINRA arbitrator and Chairman of FINRA arbitration cases for nearly 20 years. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Listed skills include Investments, Financial Advisory, Finance, Wealth Management, and 5 others.