O U R  A S S O C I A T E S

Joshua Dixon


Registered Client Associate

"Patience is a virtue"
- Ancient Proverb

Meet Joshua

As a Registered Client Associate, Joshua is dedicated to servicing individuals and businesses with the development of their financial and investment strategies. His mission is to provide every client with the utmost client experience and customer service delivered with the highest level of professional integrity.

Earlier in his career, he worked as a Client Associate with Merrill Lynch Wealth Management in Peoria, Illinois. Also, he assisted businesses and individuals through the Paycheck Protection Program with Bank of America. He graduated from Illinois State University with a degree in Finance.

In addition to assisting his clients, Joshua is committed to being active in his community. Currently he’s involved with the Arizona Sports League. He also enjoys hiking, working out, reading, chess and spending time with loved ones. Currently he resides in South Scottsdale, but by heart he’s Midwesterner.
Securities Registered in the following states:  AZ

Resident State: AZ