Michael Dickey
Wealth Management Advisor at IntelliVest Wealth Management
- Role
- Wealth Management Advisor at Intellivest Wealth Management
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Dickey
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Experience
Wealth Management Advisor
Jun 2020 — Present · Greenville, SC, US
Education
Indiana University South Bend - Judd Leighton School of Business and Economics
BS
1988 — 1992
University of St. Thomas - Opus College of Business
MBA
1995 — 1997
Skills
- Portfolio Strategies
- Real Estate
- Wealth Management
- Reo
- Financial Strategies
- Portfolio Review
- Mortgage Lending
- Finance
- Endurance
- Asset Protection Strategies
- Financial Assessment
- Wealth Protection Strategies
- Strategic Planning
- Estate Considerations
- Asset Allocation
- Banking
- Financial Analysis
- Financial Modeling
- Asset Strategies
- Asset Allocation Strategies
- Loans
- Estate and Legacy Strategies
- Wealth Preservation Strategies
- Wealth Transfer
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