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Wealth management

Meet the Team

Richard has been with St.  James's Place for 12 years and in the Wealth Management profession for 19 years. As a Regional Director, at St.  James's Place, he has worked closely with Janine and other Partners for the past 6 years to help build client focused and highly professional advisory businesses. Richard brings with him a breadth of experience and has joined the Practice as a Wealth Consultant. Richard will work alongside Janine, assisting clients in all areas of their financial planning needs. Simon has been with St.  James's Place for 23 years and was awarded Principal Partner status in 2007.

Category: Wealth management


J. Christopher Dixon

Chief Executive Officer Mr. Dixon has been engaged in Executive and Financial Management for more than 21 years. With his drive, TEAM spirit, overall enthusiasm, and motivation he has also been called the “Captain. ” Through the company program “Safe Money in an Unsafe Economy” Mr. Dixon has been able to teach seniors how to protect and preserve their assets, increase their retirement income, and reduce their taxes. Prior to founding Black Harbor Wealth Management he served as CEO of Cash Masters Check Cashing and Financial Services, a chain of check cashing and financial services stores in the Upstate of South Carolina.

Category: Wealth management


Home | Albert Cavazos

The tax rules that govern donating art are complex and confusing. Take a closer look. If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations. One of the most common questions people ask about Social Security is when they should start taking benefits. Taking regular, periodic withdrawals during retirement can be quite problematic. Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives. Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Category: Wealth management


Wealth Management Overview

1. Financial Services Industry Training Introduction to Wealth Management Saunders Learning Group, LLC Saunders Learning Group, LLC, Andover, KS 2. Training from Saunders Learning Group Saunders Learning Group provides a variety of training programs, workshops and seminars targeted to the financial services industry. Programs are available in a wide range of topics, and we are specialists in developing custom programs that are targeted to your needs. Contact the founder, Floyd Saunders at 316-680-6482 or at floyd@floydsaunders. com for more information.

Category: Wealth management


The Rosedale Group - Scotia Wealth Management Toronto

Discover Our Unique Service Offering The Rosedale Group offers a number of services to our clients. We rely upon a team of experts who we draw upon for specialized, integrated and global advice. On a regular basis, we utilize the resources of our experts, review the progress our clients are making towards their goals, and make necessary adjustments in their overall plan. We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank strategic partners located in Toronto, New York and Mexico City. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy across the global markets.

Category: Wealth management


Morgan Stanley Global Stock Plan Services to Partner with Solium Capital; Shareworks Platform Will Provide Leading Technology for Stock Plan Clients

Morgan Stanley (NYSE:MS) today announced its Global Stock Plan Services business has entered into a definitive agreement to use Solium Capital Inc. ’s (TSX: SUM) Shareworks™ platform to administer equity compensation plans for its corporate clients and their employees.   This initiative will combine Morgan Stanley’s highly regarded wealth management and client service offerings with Solium’s advanced, cloud-enabled technology to provide a superior experience for corporate clients and their stock plan participants. Under the terms of the agreement, Solium will designate Morgan Stanley as a preferred provider of wealth management services to existing Solium clients.

Category: Wealth management


Colloquium Archives

Wednesday, April 15, 2015, 3:30 - 5:00pm Social Sciences Building (SSB), Room 107 Reception to follow, SSB 103 The presentation examines the ways that anal erotics and bottom positioning refract the meanings of race, gender, sexuality, and nationality in Asian/American visual culture. Nguyen argues that "bottomhood" simultaneously enables and constrains Asian American men in moving-image media. Conceived as a sexual position, a social alliance, and an aesthetic form, bottomhood affirms a politics that embraces risk, receptivity, and vulnerability.

Category: Wealth management


Tolleson Wealth Management Jobs

Show:  All Results Last 7 Days Job Title Location Marketing Intern Assist in various marketing projects that effectively describe and promote the firm and its services including graphics, brochures, advertising Dallas, TX 19d Personal Trust Administrative Assistant • Responsible for assisting Senior Trust Officers and other trust department personnel in the daily administration of personal trust, estate and Dallas, TX 11d Trust Officer assumed by bank as fiduciary of various relationships, including revocable trusts, irrevocable trusts, testamentary trusts, charitable trusts Dallas, TX 11d Executive Assistant, Investment Team • Responsible for assisting the CIO and associated team members in administrative functions/workflow • Coordinate and manage with the team all due Dallas, TX 30d+ Sr.

Category: Wealth management


Presidio Wealth Management - Financial Services in Salt Lake City, Utah

When it comes to investing, building and preserving wealth isn’t the end goal. Rather, it offers you the opportunity to create meaning and purpose in your life, from sending your children to college to enjoying your hard-earned retirement years. We are Presidio Wealth Management, an independent financial services firm in Salt Lake City, Utah. We created our firm more than a decade ago with the desire to build enduring relationships, and to simplify and preserve your finances so you can pursue and focus on your passions in life. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, a disciplined investment approach, and education tailored to your questions.

Category: Wealth management


Home | Total Wealth Management

You taught them how to read and how to ride a bike, but have you taught your children how to manage money? Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. Probate can be a completely public process, or it can be managed to include as little information as possible. By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls. Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Here's a breakdown of how the federal government spends your tax money.

Category: Wealth management


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