As a Financial Advisor with Wells Fargo Advisors since 1986, Richard’s goal has been to assist successful people live the one life they have been granted, the best way they can, without undue financial sacrifices, or subjecting them to risks they are not required to assume. 3D Private Wealth Advisors stands ready to simplify the investment planning process, implement a plan to help accomplish your financial goals, and assist you in monitoring and adjusting your plan along the timeline of your life.
Legacy planning is important to many clients. It is equally as important to us, and our clients can be comforted knowing that our advice can continue well past their lifetime. In 2010, Richard formed a business relationship with his oldest son, Brian Dixon, and in 2016, his other son, Alan Dixon, joined the group, creating the Dixon Group of Wells Fargo Advisors. This growth lead them to formally create 3D Private Wealth Advisors, Inc. in 2020.
Richard is passionately engaged in his practice and enjoys building strong, long-term relationships with every client. Active within the community and with his church, First Presbyterian Church, Richard also owns a public record research service company, National Service Information, that he founded with his father in 1989. When not working, he prefers to keep his feet in saltwater, fly fishing for bonefish, tarpon, permit, and red fish. As the father of four and the grandparent of nine, “family” is the center point of Richard’s life.
With access to a broad array of resources - including research analysts and economic and market experts – Richard is the team’s Senior PIM Portfolio Manager, and can help you make informed investment decisions based on your specific needs.
Reach out and let’s get your future right.