With more than twenty-five years of experience in financial services, Dixon joined Financial Network Limited (Prime Capital Investment Advisors’ Connecticut Partner Firm) based on a cultural alignment and the opportunity to deepen his client relationships with the retirement planning and asset management solutions offered by the firm.
Dixon spent his first decade in the industry with Merrill Lynch, starting in the training program, and eventually joining a team serving corporate executives. For the most recent decade, he helped transition an Ameriprise practice to a registered investment advisory practice, or RIA under SEC fiduciary rules. During this time, he continued to serve his clients while performing portfolio management with the APMA® designation, and he also served as Chief Compliance Officer. He later joined a larger RIA which was acquired by Wealth Enhancement Group in 2021.
Dixon is a CFP® designation holder and also holds FINRA’s Series 7, 65, 63 registrations.
As a graduate of Fairfield University with honors, he is an avid reader of financial market publications and historical fiction. He enjoys spending time with his wife and family of three children and plays paddle tennis in the winter, and golf in the summer.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
26 Cherry St.
Milford, CT 06460