Brian Dixon
Brian Dixon, Managing Director | Financial Advisor with Complete Wealth 360, a Kingswood Wealth Advisor at Eudaimonia Group
- Role
- Managing Director - Financial Advisor at Complete Wealth 360
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Brian Dixon
I am the managing director of Family Office Services at Complete Wealth 360. I am a Certified Financial Planner™ practitioner and a Chartered Financial Consultant® with over 20 years of experience in the financial services industry. I provide my clients with estate, investment, retirement, small business, charitable giving and comprehensive financial planning services. I believe in a thorough financial plan, well-established goals, and a disciplined approach to investing are the cornerstones of a successful financial future for my clients.Advisory services are offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services are offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Experience
Managing Director - Financial Advisor
Jan 2024 — Present · Nashville, TN, US
Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities.
Education
The American College of Financial Services
Chartered Financial Consultant Designation, Financial Planning and Services
2018 — 2019
Millsaps College
BBA, Business, Finance, German
1998 — 2002
Center for Executive Education at Belmont University
Certificate in Financial Planning, Financial Planning
2016 — 2017
Skills
- Portfolio Review
- Estate Strategies
- Financial Analysis
- Financial Planning
- Wealth Planning
- Wealth Management
- Asset Management
- Asset Allocation
- Risk Management
- Retirement Planning
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