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, I’m dedicated to servicing individuals and businesses with the development of their financial and investment strategies. My mission is to provide every client with the utmost customer service and client experience, delivered with the highest level of professional integrity.

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

In addition to assisting my clients, I enjoy hiking, working out, reading, playing chess, and spending time with my loved ones. I’m also a proud father to my son, Jay Oliver Dixon. Currently, I reside in Scottsdale, but by heart, I’m a Midwesterner.