Mike Dixon, CFP®

Senior Vice President, Client Development

Mike Dixon, CFP®

Wealth Advisory


High-Net-Worth Individuals

Mike Dixon is a Senior Vice President, Client Development and Principal working primarily with financial consultants and their clients in the Southeast region of the country. Mike is responsible for introducing and presenting the firm’s full service offering to high-net-worth individuals and their families, and is located in Tampa, FL. 

Mike has passionately been advocating for and serving clients in the financial services industry for more than 25 years. Prior to joining the firm, he held various leadership positions at Charles Schwab for 21 years.

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license.  Mike obtained a Bachelor of Science in Biology from Indiana University and later graduated from the Securities Industry Institute program through The Wharton School of the University of Pennsylvania.