A Certified Financial Planner™ practitioner with more than 35 years of experience in financial planning and investment management, Jeff Dickerson has the accumulated knowledge and perspective to help you with your financial goals. Jeff understands the dynamics of wealth, how to balance the complex forces at work, and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jeff will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you. Jeff endeavors to create long-term, meaningful relationships with his clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, and the performance of your portfolio.
Based on what he learns about you and your goals, and an analysis of the current financial markets, Jeff designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jeff puts it into action and will review its progress relative to your defined objectives for opportunities to adapt to life changes and new goals.
Before founding Dickerson Jackson & Associates in 2004 with his partner, Todd Jackson, Jeff most recently served as a Vice President-Investments with UBS Financial Services, where he also held the position of Investment-Limited Partner with predecessor J.C. Bradford & Co. He also served as a Senior Vice President with Wheat First Butcher Singer, a predecessor firm of Wells Fargo Advisors, and as a Service Business Development Specialist with Charles Schwab & Company for five years. Jeff attended James Madison University and graduated from The Financial Planning Institute. Jeff is originally from Richmond, VA, has been married to his wife Sheri for over 35 years and has two daughters, Courtney & Lauren, & a granddaughter, Lucy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.