Jeff Dodson Email and Phone Number
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I have a multimillionaire client who reminds me of why I’m doing what I’m doing every time we talk. “Don’t ever tell me I’m doing okay,” he’ll say.The lesson I pick up is that all of my clients, though they’d be considered by most to be at least financially comfortable, have their financial battle scars. They’ve lived through bear markets, cash-draining health scares, career stumbles, and everything else that makes us human.So when it comes to their assets, they want protection. They want safe, sound, conservative investment strategies that will build wealth without drama. I get it.I got into financial services after earning a marketing degree from North Texas State University in 1992 because I listened to a frat brother. My career has been client-facing ever since. I help them make money slowly and steadily -- and smartly.One way I can explain it is to describe my approach to that of a baseball player. I’m not swinging for the fences and hoping for a home run every time I come to the plate. That’s a longshot that results in more strikeouts than dingers. Instead, I believe in scattering balls wisely and picking up a larger share of singles and a few doubles here and there. While it may not be as exciting as the occasional homer, I truly believe that more runs cross the plate my way.When I’m not on the job, I’m enjoying a married life of 20 years in Dallas, my teenage son, and our five-year-old golden retriever. Show me your battle scars. Please don’t hesitate to reach me at 972-689-6549 or by email at jeff@cordamanagement.com.
Corda Investment Management
View- Website:
- cordamanagement.com
- Employees:
- 18
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Investment StrategistCorda Investment Management Jul 2013 - PresentDallas/Fort Worth AreaAfter seven years as an investment strategist at CORDA Investment Management, I know that this firm understands our clients. We know their comfort level with risk. Many are in their fifties and sixties, ending (or thinking of ending) their careers and hoping for the golden retirement they’ve spent entire lifetimes working toward.• One client was a recent widow. Her husband had always taken charge of their investments, so she asked me to look at her portfolio. It was surprisingly high-risk, so I was able to slowly sell her risky shares, buy safer securities, and make her portfolio much more reflective of her goals and position in life.• Another client is a longtime friend of mine and a successful surgeon. His wife’s also a doctor, so they have targets on their backs that are visible to those out to make a quick buck. Unfortunately, they get approached more than normal to invest in get-rich quick schemes. That’s okay. One of the services I perform as their investment adviser is to remind them that slow and steady is likelier to build wealth in the long run than the next high-risk proposal that comes along.
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Vice PresidentChurchill Management Group Apr 2004 - Jul 2013 -
Sales DirectorTd Ameritrade Jan 1996 - Jan 2003
Jeff Dodson Skills
Jeff Dodson Education Details
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Marketing
Frequently Asked Questions about Jeff Dodson
What company does Jeff Dodson work for?
Jeff Dodson works for Corda Investment Management
What is Jeff Dodson's role at the current company?
Jeff Dodson's current role is Vice President of Client Relations at CORDA Investment Management.
What is Jeff Dodson's email address?
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What is Jeff Dodson's direct phone number?
Jeff Dodson's direct phone number is +171343*****
What schools did Jeff Dodson attend?
Jeff Dodson attended University Of North Texas.
What skills is Jeff Dodson known for?
Jeff Dodson has skills like Mutual Funds, Wealth Management, Separately Managed Accounts, Retirement Planning, Securities, Investments, Series 65, Asset Allocation, Investment Advisory, Equities, Portfolio Management, Etfs.
Who are Jeff Dodson's colleagues?
Jeff Dodson's colleagues are Damah Rankin, Corrin Barnes, Sherri Piesche, Brian Raupp, Kevin Hopkins, Teresa Mendoza, Keith Roberts.
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