Jonathan Dickson

Jonathan Dickson Email and Phone Number

Managing Director, Financial Advisor, Senior Portfolio Management Director at Morgan Stanley @ Morgan Stanley
Jonathan Dickson's Location
Atlanta Metropolitan Area, United States, United States
Jonathan Dickson's Contact Details

Jonathan Dickson work email

Jonathan Dickson personal email

n/a
About Jonathan Dickson

My team helps private clients and institutional investors formulate and implement customized goal based investment management strategies. We work primarily with individuals, corporations, and associations who have significant assets and desire a long term investment strategy designed to meet a specific need or achieve a specific goal.The four key groups that make up the bulk of our practice are:1. Individuals who have recently or are planning to retire from the corporate world and need help in rolling their retirement plans over into professionally managed vehicles to provide lifetime income.2. Business owners and executives in the process of selling their business or receiving significant funding3. Closely held captive insurance companies4. Community associationsAreas of Focus: "need based investing": rather than investing with the sole purpose being to "beat an index", we identify what return the client "needs" in order to achieve all goals/objectives. we then customize the portfolio that aims to deliver that return while assuring we are not taking more risk than is necessary.

Jonathan Dickson's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director, Financial Advisor, Senior Portfolio Management Director at Morgan Stanley
Jonathan Dickson Work Experience Details
  • Morgan Stanley
    Managing Director, Financial Advisor, Senior Portfolio Management Director
    Morgan Stanley Mar 2010 - Present
    Formulation and implementation of well diversified long-term, need based, investment strategies for individuals and institutions©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor important information about any designation(s) listed and the ranking methodology for any award[s] listed above, please see https://www.morganstanleyfa.com/jonathan.dickson No fee is paid in exchange for any award.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Diversification does not guarantee a profit or protect against a loss.NMLS#: 1279063
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  • Ubs Financial Services
    Vice President-Investments
    Ubs Financial Services Dec 2001 - Mar 2010
    Zurich, Ch
    Wealth Management
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2000 - Dec 2001
    New York, Ny, Us
    View

Jonathan Dickson Skills

Portfolio Management Investment Management

Jonathan Dickson Education Details

  • Oglethorpe University
    Oglethorpe University
    Business And Behavioral Science

Frequently Asked Questions about Jonathan Dickson

What company does Jonathan Dickson work for?

Jonathan Dickson works for Morgan Stanley

What is Jonathan Dickson's role at the current company?

Jonathan Dickson's current role is Managing Director, Financial Advisor, Senior Portfolio Management Director at Morgan Stanley.

What is Jonathan Dickson's email address?

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What is Jonathan Dickson's direct phone number?

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What schools did Jonathan Dickson attend?

Jonathan Dickson attended Oglethorpe University.

What are some of Jonathan Dickson's interests?

Jonathan Dickson has interest in Golf, Tennis.

What skills is Jonathan Dickson known for?

Jonathan Dickson has skills like Portfolio Management, Investment Management.

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