Jonathan Dickson is a Senior Vice President, Wealth Advisor and Portfolio Management Director for Morgan Stanley. Jon works with a select group of institutional and high net worth private clients in the area of customized investment and liability management. Specialty client practice areas include Captive Insurance Companies, Community Associations, and Family Businesses. Drawing upon 13 years industry experience and the vast resources of one of the largest investment management firms in the world,

 

Jon is able to construct superior investment plans for his clients. Jon and his team have developed unique strategies that allow investors to maximize their investment earnings while also maintaining a high level of risk management and liquidity with a focus on “absolute, target return” investing.

 

Jon began his professional career at Merrill Lynch; then transitioned to UBS Financial Services where he spent 9 years as a Vice President before moving to Morgan Stanley Smith Barney in March of 2010 in an effort to offer his clients unparalleled investment advisory services and resources. Jon earned his Bachelors of Science in Business and Behavioral Science from Oglethorpe University in Atlanta.

 

Jon is involved in a number of charitable organizations including the Lymphoma Society, Foundation for Children with Brain Tumors, and Smile Train. Jon serves on the President’s Advisory Council Board of Oglethorpe University, and is the Founder of The Captive Roundtable. Jon and his wife Lejla live in Atlanta Country Club with their son Grant and daughter Grace. Jon enjoys golf, tennis, and travel in his rare moments of spare time.