Broker Check
Scott R. Dickerson, AIF®

Scott R. Dickerson, AIF®

Financial Advisor

Next Phase™

Practice Focus

  • Individual & Business Financial Planning
  • Estate Planning Strategies
  • Retirement Plan Selection & Evaluation
  • Investment & Insurance Analysis

Education/Certification

  • BBA – Texas Tech University
  • Accredited Investment Fiduciary™

Scott R. Dickerson, AIF®

 

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, 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 qualified plans and the compliance issues associated with such plans, personal financial planning and retirement distribution.  He works with clients to develop strategies in estate planning, insurance, investment analysis, distribution planning and risk management.

 

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.

AIF® The Investment Fiduciary standard of care applies to advisory services only. Securities offered through Securities America Inc., Member FINRA/SIPC. Scott R. Dickerson, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Scott R. Dickerson, Investment Advisor Representative. Navigation Financial Group and the Securities America companies are unaffiliated. Trading instructions sent via e-mail may not be honored. Please contact my office at 806 331-2600 or Securities America, Inc. at 800 747-6111 for all buy/sell orders.