T. Bridges Dickey, Cfp® Email and Phone Number
T. Bridges Dickey, Cfp® work email
- Valid
- Valid
T. Bridges Dickey, Cfp® personal email
I help highly successful families and individuals use their wealth and resources to live a life they love. Using a combination of personal development principles and financial planning, you can use your resources to expand your impact in the world. Through personal collaboration, I support clients to set goals that they are passionate about, and then help them achieve those goals with holistic wealth management. Posts are my own and the information provided should not be construed as personalized advice.
United Capital Financial Advisors, Llc
View- Website:
- unitedcapitalwealth.com
- Employees:
- 377
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United Capital Financial Advisors, Llc
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DirectorApexium Financial Lp Apr 2024 - PresentDallas, Texas, Us -
Wealth AdvisorCorient Oct 2021 - Apr 2024Miami, Us(Formerly Inverness Counsel)-Helping successful individuals and families to better achieve their holistic goals by making more meaningful and informed financial decisions -
Senior Financial AdvisorAltfest Personal Wealth Management Jun 2021 - Oct 2021New York, New York, Us -
Financial AdvisorAltfest Personal Wealth Management Sep 2019 - May 2021New York, New York, Us
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Financial Planning SpecialistAltfest Personal Wealth Management Jul 2018 - Aug 2019New York, New York, Us
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Financial Planning AssociateAltfest Personal Wealth Management Oct 2016 - Jul 2018New York, New York, Us
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Finanical Planning InternAltfest Personal Wealth Management Jan 2016 - Sep 2016New York, New York, Us
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Account Executive - InvestmentsAegis Capital Aug 2014 - Jul 2015New York, UsSeries 7 and 66 licensed.-Established relationships with business owners in the NY/NJ area with a Senior Vice President
T. Bridges Dickey, Cfp® Skills
T. Bridges Dickey, Cfp® Education Details
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Nyu School Of Professional StudiesCertificate In Financial Planning -
Pace University - Lubin School Of BusinessFinance
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Simi Valley High School
Frequently Asked Questions about T. Bridges Dickey, Cfp®
What company does T. Bridges Dickey, Cfp® work for?
T. Bridges Dickey, Cfp® works for United Capital Financial Advisors, Llc
What is T. Bridges Dickey, Cfp®'s role at the current company?
T. Bridges Dickey, Cfp®'s current role is Director, Wealth Advisory and Planning.
What is T. Bridges Dickey, Cfp®'s email address?
T. Bridges Dickey, Cfp®'s email address is td****@****est.com
What schools did T. Bridges Dickey, Cfp® attend?
T. Bridges Dickey, Cfp® attended Nyu School Of Professional Studies, Pace University - Lubin School Of Business, Simi Valley High School.
What skills is T. Bridges Dickey, Cfp® known for?
T. Bridges Dickey, Cfp® has skills like Investments, Series 7, Portfolio Management, Equities, Wealth Management, Retirement Planning, Financial Services, Asset Management, Financial Analysis, Financial Planning, Fixed Income, Securities.
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