Work History
Edward Jones
Edward JonesApril 2019 to Current
FINANCIAL ADVISOR
Doug Dickerson
CFP®, CEPA®, CRPC™
411 West Chapel Hill Street, Suite 420, Durham, NC 27701opens in a new windowAccepting New Clients
Focus Areas
- Corporate Executives
- Healthcare Professionals
- Entrepreneurs & Business Owners
- Employee Stock Options
- Business Retirement Plans
- Portfolio Reviews
About Doug
Money is emotional… it's what you worked hard to get. It means a lot to most people.
The internet is full of people and companies who want to "manage" your money; and increasingly, artificial intelligence is doing it, too.
They ask you questions about your goals, often trying to shoe-horn your situation and your future into one of their models.
Fair warning, I'm quite different.
I want to understand where you've been and what you've been through – and where you want to go and what you want to do – and the kind of life you want to enjoy.
I believe you can...
The internet is full of people and companies who want to "manage" your money; and increasingly, artificial intelligence is doing it, too.
They ask you questions about your goals, often trying to shoe-horn your situation and your future into one of their models.
Fair warning, I'm quite different.
I want to understand where you've been and what you've been through – and where you want to go and what you want to do – and the kind of life you want to enjoy.
I believe you can...
Work History
Edward Jones
Edward JonesApril 2019 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®CRPC™
Chartered Retirement Planning Counselor™
Education
Boston University
Boston UniversityMaster of ArtsDuke University
Duke UniversityMaster of Business Admin
Education
Boston University
Boston UniversityMaster of ArtsDuke University
Duke UniversityMaster of Business Admin
Personal Interests
- Hiking
- Traveling
- Running
Team Members
Kim MaurerBranch Office Administrator
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