Leslie Dix Email & Phone Number
Financial Advisor, Vice President @ Merrill Lynch
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Leslie Dix Location
- Ponte Vedra Beach, FL, US
Leslie Dix Work
- Financial Advisor, Vice President @ (January 2023 - Present)
- Financial Advisor @ (January 2014 - January 2023)
- Associate Wealth Management Advisor @ (March 2006 - January 2014)
Leslie Dix Education
- Jacksonville University 2014-2016
- Florida State University 1999-2002
Leslie Dix Skills
- College Education Planning
- Estate and Wealth Planning Services
- Family Estate Financial Guidance
- Family Wealth Management Strategies
- Goals Based Analysis for Wealth Management
- Holistic Goals based planning approach
- Life Management Planning
- Portfolio Management and Retirement Planning
- Private Wealth Management
- Series 66
- Series 7
- Social Security What-If Scenarios
- Successful Money Management Educator
Leslie Dix Summary
- Leslie Dix, based in Ponte Vedra Beach, FL, US, is currently a Financial Advisor, Vice President at Merrill Lynch Wealth Management. Leslie Dix brings experience from previous roles at Raymond James and Northwestern Mutual. Leslie Dix holds a 2014 - 2016 Jacksonville University. With a robust skill set that includes College Education Planning, Estate and Wealth Planning Services, Family Estate Financial Guidance, Family Wealth Management Strategies, Goals Based Analysis for Wealth Management and more. Leslie Dix has 2 emails and 2 mobile phone numbers on RocketReach.
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