Bill Dix's Location
Raleigh, NC, US
Bill Dix's Work
- Managing Member @ Fortune Management, LLC
- President @ Fidelity Financial (NC)
- CEO and Chief Investment Officer @ Fortune Management, LLC
- General Agent and Agency Manager @ New England Financial
- Asst Director of Agencies @ New England Financial
Bill Dix's Education
- University of Virginia
BA
1961 - 1965 - Virginia Episcopal School1958 - 1961
Bill Dix's Skills
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Retirement Planning
- Investment Management
- Financial Advisory
- Portfolio Management
- High Net Worth Individuals
- Estate Planning
- Insurance
Bill Dix's Summary
Bill Dix, based in Raleigh, NC, US, is currently a Managing Member at Fortune Management. LLC, bringing experience from previous roles at Fidelity Financial (NC), Fortune Management and New England Mutual Life. Bill Dix holds a 1961 - 1965 BA @ University of Virginia. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investment Advisory, Retirement Planning, Investment Management and more, Bill Dix contributes valuable insights to the industry. Bill Dix has 3 emails and 1 mobile phone number on RocketReach.
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