Kim Dixon
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Tallahassee, FL, US
- LinkedIn followers
- 500 followers
About Kim Dixon
Since 2004, Kimberly has served as a financial advisor and general securities…
Experience
Senior Financial Advisor, Vice President
Sep 2015 — Present
Kim Dixon, applies a hands-on approach to serving clients. Utilizing the extensive resources available at Merrill, Kim works to identify and build wealth management planning strategies. Key components of the relationship often mean partnering with clients\' CPAs and estate planning attorneys to help Kim ensure all facets of the planning process are reviewed and discussed. She considers the extensive services available through Merrill, the banking convenience of Bank of America, and Bank of America Private Bank including Goals-Based Wealth Management; Family Governance & Dynamics, Private Philanthropy, Behavioral Finance, and Educational Programs as core to her business model.
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