Michael Dickinson
Financial Advisor, CFP®* at Morgan Stanley
- Role
- Financial Advisor, Cfp, Family Wealth Director, Senior Vice President,portfolio Management Director at Morgan Stanley
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Michael Dickinson
Michael has spent over 20 years in the financial services industry between investment management, financial planning, commercial banking, and corporate finance. His wide array of industry experience allows him to provide a vast amount of advice to clients, business owners, and corporate executives.In 2014, Michael was selected by the firm to participate in a high-end professional development program and achieved the prestigious designation of Family Wealth Director, positioning him as an alternative to a family office. This certification has been earned by fewer than 4% of all Morgan Stanley advisors as of February 2021. He has extensive knowledge in the areas of estate planning strategies, investments, and risk and liquidity management.In addition to the design of financial plans, Michael has experience in portfolio management, trading, rebalancing, and tax-management strategies for his team. As a Portfolio Management Director, he has experience with portfolio construction and due diligence.After graduating with a Bachelor of Arts in Economics from the University of North Carolina-Chapel Hill, Michael started in the banking industry with NationsBank. He joined RBC Centura Bank before joining JC Bradford/Painewebber/UBS. After spending almost 9 years with UBS, he joined Morgan Stanley Smith Barney in 2009. Along the way, he attained the Certified Financial Planner™ designation in 2006.As a native of Raleigh, Michael is active and dedicated to many community organizations, including Wake County Boys and Girls Clubs-Board Chairman and Be The One Capital Campaign-Co Chairman, Boys Club Foundation-Trustee, Aldert Root Elementary Educational Foundation-Past Chairman, Salvation Army-Youth Sports Coach, and Christ Episcopal Church-Usher. Michael and his wife Laura have three sons and enjoy an active lifestyle including boating, fishing, golf, youth sports, college football, and their dog Sugar.
Experience
Financial Advisor, Cfp, Family Wealth Director, Senior Vice President,portfolio Management Director
May 2009 — Present · Raleigh, NC, US
Raleigh, NC
Education
University of North Carolina at Chapel Hill
BA
1988 — 1992
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.