Dixon Hughes Goodman Wealth Advisors LLC
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Dixon Hughes Goodman Wealth Advisors LLC Employees
Dixon Hughes Goodman Wealth Advisors LLC September 2008 - Present
Skills
Personal Financial..., Wealth Management, Investment Management, Retirement Planning, College Education...
Education
Liberty University 2004 — 2008
Bachelor of Science (B.S.), Finance
College for Financial Planning 2010 — 2011
Financial Planning
Dixon Hughes Goodman Wealth Advisors LLC November 2007 - Present
Afton Capital Management 2006 - 2007
Education
Duke University 1994 — 1997
Bachelor of Arts (B.A.), Economics
MBL Advisors Inc., A McColl Bros. Lockwood Company February 2014 - Present
Ignite Sports Marketing December 2011 - February 2014
Charlotte Eagles February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC April 2005 - November 2011
Merrill Lynch & Co., Inc June 1999 - April 2005
J.C. Bradford & Co. February 1998 - June 1999
Amangani Resort June 1996 - February 1998
Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner, Financial Planning and Services
Wake Forest University 1992 — 1996
Bachelor of Arts, Sociology
Dixon Hughes Goodman Wealth Advisors LLC Financial AdvisorDixon Hughes Goodman Wealth Advisors LLCJanuary 2003 - Present
Education
Furman University 1979 — 1983
BA, Economics & Business Administration
Dixon Hughes Goodman Wealth Advisors LLC March 2013 - Present
Dixon Hughes Goodman Wealth Advisors LLC March 2010 - Present
RBC Wealth Managment April 2005 - March 2010
BB&T 1999 - 2005
Skills
Strategic Financial..., Financial Analysis, Financial Advisory, Financial Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Retirement, Retirement Planning, Retirement Plan..., Qualified Retirement..., Trusted Advisor, Investment Advisory..., Finance, Fixed Annuities, Pensions, Portfolio Management, Securities, Wealth Management, Financial Planners, Budgets, Estate Planning, Alternative Investments, Loans, Life Insurance, Series 7, Mutual Funds, Series 6, Series 65, Needs Analysis, Wealth Management..., Series 63, ETFs, Profit Sharing, Long Term Care Insurance, Long-term Care, Personal Finance, Tax, Credit, Mortgage Lending, Fixed Income, Uniform Combined State..., Banking, Insurance, IRAs, 401k, 401k Rollovers
Education
Marshall University 2001 — 2003
MBA, Finance
Concord University 1995 — 1999
BSBA, Finance
Dixon Hughes Goodman Wealth Advisors LLC November 2010 - Present
Wells Fargo Advisors March 2009 - October 2010
A. G. Edwards & Sons, Inc March 2007 - February 2009
Education
East Tennessee State University 1976 — 1979
BS, Chemistry
Spartanburg High School
Dixon Hughes Goodman Wealth Advisors LLC September 2006 - Present
Wachovia Securities, LLC August 2000 - September 2006
A. G. Edwards & Sons, Inc. April 1993 - August 2000
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Retirement Planning, Investments
Education
East Carolina University - College of Business 1983 — 1985
BS, Business
North Carolina State University 1980 — 1982
Chemical Engineering/Business
JH Rose High 1978 — 1980
TIAA-CREF June 2015 - Present
Cheddar's Casual Cafe May 2011 - December 2014
Cross Training Couture June 2014 - August 2014
Dixon Hughes Goodman Wealth Advisors LLC May 2014 - August 2014
Education
Liberty University 2011 — 2015
B.S. in Financial Planning, Minor in Psychology
Asheville Christian Academy 2007 — 2011
Dixon Hughes Goodman Wealth Advisors LLC August 2000 - Present
Skills
Investments, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Management, Retirement Planning
Education
University of North Carolina at Chapel Hill 1990 — 1994
BA, History/ French