Marques Dickson

About Marques Dickson

Wealth Management is more than just investing. It’s personal, and requires a great deal of trust. Having the right team in place gives clients the confidence to focus on what they do best instead of worrying about what we do best. I specialize in working with highly successful families and their businesses. These individuals require specialized investment strategies, liquidity solutions, unique retirement planning, and eventually, exit strategies including wealth transfer. By developing close relationships with clients, and working in tandem with attorneys and CPAs, we help not only with personal financial needs, but also aide in business development and external introductions. We look forward to learning more about you, your family and your business. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AZ, CA, CO, CT, FL, IL, LA, MA, MD, MT, NC, NE, NJ, NY, OH, OR, SC, TX, UT, VA, WA, WI. CA Insurance Producer License Number 0K59891. Cell Phone: 42••••••58 /COMPLIANCE:2022-1/

Experience

1. Senior Financial Advisor - Vice President

   City National Bank

   Aug 2020 — Present · Los Angeles, CA, US

Education

• California State Polytechnic University-Pomona

  Bachelors of Science and Bachelors of Arts

  2006 — 2012

• UCLA Extension

  Personal Financial Planning Certificate

  2013 — 2015