O U R A S S O C I A T E S
Joshua Dixon
Financial Consultant
"Patience is a virtue"— Ancient Proverb
Meet Joshua
I’m a Financial Consultant who works with individuals and businesses to develop tailored wealth plans and investment strategies. I focus on delivering thoughtful, high-integrity guidance designed to support long-term growth and meaningful outcomes. I hold FINRA Series 7, 63, and 65 registrations.
Prior to my current role, I served as a Registered Client Associate at Pathlight Advisors, where I supported financial advisors in managing client relationships and executing effective financial solutions.
Earlier in my career, I was a Client Associate at Merrill Lynch Wealth Management and assisted Bank of America in supporting businesses and individuals through the Paycheck Protection Program. I earned a Bachelor of Science in Finance from Illinois State University.
Outside of work, I am a proud father to my son, Jay Oliver. I currently reside in Arizona and remain a Midwesterner at heart. In my free time, I enjoy staying active, reading, playing chess, and spending time with family.