Scott R. Dickerson, AIF®, BFA™, CPFA®
Financial Advisor
Independent financial planner, Scott R. Dickerson, started delivering financial services to businesses, individuals, business owners, and key executives while he was with Morgan Stanley in 1997. Currently, and as an independent Representative of Navigation Financial Group, Scott combines his experience, integrity and objectivity to help find sound solutions to his client’s financial needs and desires.
By listening to a client’s concerns and objectives, Scott helps to outline goals in order to develop a comprehensive plan that takes into consideration unique needs, wants, time frames, risks and risk tolerances.
Scott’s main areas of practice are in personal financial planning, insurance investments and Group Retirement Plans. He began his career in Financial Services and Insurance in 1997 after receiving a BBA in Marketing from Texas Tech University. His specialties include retirement plans, personal financial planning and retirement income distribution.
Scott balances work and time with his family. He is married to Cindy and has two boys Payton and Will. He is an active member of Hillside Christian Church.
AREAS OF FOCUS
Personal Financial Planning
Retirement Distribution Strategies
Qualified Plans
EDUCATION
BBA - Texas Tech University