Brian Dixon
- CFP
- Senior Vice President
Highlights
For over ten years, Brian has been helping clients create and execute plans that shape the financial future of their dreams. The Dixons started 3D Private Wealth Advisors to gain greater autonomy of the client experience and the daily management of their practice to serve their clients better. Brian specializes in developing comprehensive wealth management plans that start with understanding his client’s end goals, then creating strategies to help achieve those goals.
Background
Brian graduated from The Ohio State University with a major in Economics. After graduation, Brian began working for Wells Fargo Advisors, where he developed his passion for helping clients achieve their financial goals. In 2016, Brian completed the CFP® certification, where he met extensive training and experience requirements to deepen his knowledge of wealth planning. He is currently a Board Member of the Marion Ohio Goodwill Industries to help create a better life for low income and disabled individuals. Brian is also an active member of the Marion Ohio Rotary Club.
About Brian
Outside the office, Brian is a family man. He and his wife Ashley have two daughters, Gianna and Isabella, and one son, Luca. On weekends you can usually find Brian and his family cooking a large meal, then enjoying a glass of wine with his wife on the patio to end the night. Some of Brian’s favorite hobbies include golfing, playing tennis, traveling, and watching the Ohio State Buckeyes on Saturdays.
For over ten years, Brian has been helping clients create and execute plans that shape the financial future of their dreams. The Dixons started 3D Private Wealth Advisors to gain greater autonomy of the client experience and the daily management of their practice to serve their clients better. Brian specializes in developing comprehensive wealth management plans that start with understanding his client’s end goals, then creating strategies to help achieve those goals.
Background
Brian graduated from The Ohio State University with a major in Economics. After graduation, Brian began working for Wells Fargo Advisors, where he developed his passion for helping clients achieve their financial goals. In 2016, Brian completed the CFP® certification, where he met extensive training and experience requirements to deepen his knowledge of wealth planning. He is currently a Board Member of the Marion Ohio Goodwill Industries to help create a better life for low income and disabled individuals. Brian is also an active member of the Marion Ohio Rotary Club.
About Brian
Outside the office, Brian is a family man. He and his wife Ashley have two daughters, Gianna and Isabella, and one son, Luca. On weekends you can usually find Brian and his family cooking a large meal, then enjoying a glass of wine with his wife on the patio to end the night. Some of Brian’s favorite hobbies include golfing, playing tennis, traveling, and watching the Ohio State Buckeyes on Saturdays.