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Edward D

Series 65

Duxbury, MA

The L. Warner Companies, Inc

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with eight years of industry experience. He holds a Series 65 designation and has been associated with Dixon & Associates since 2003. In addition to his advisory role, Dixon is involved in insurance sales, dedicating approximately ten hours per week to this activity. The L. Warner Companies serves high-net-worth individuals, trusts, estates, retirement plans, corporations, non-profits, and other business entities by offering financial planning, investment management, and consulting services. The firm manages diversified portfolios with a multi-year investment horizon and employs an internal research team to support its investment decisions.

Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Executive Founder/Business Owner
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