Independent investment advisory with 25+ years of experience in portfolio management, retirement planning, and high-net-worth financial planning.
Schedule AppointmentJudith Beverly Dickson provides structured investment advisory for individuals and institutional investors seeking disciplined portfolio growth, diversification, and risk-balanced wealth planning.
Her advisory philosophy emphasizes evidence-driven allocation strategies, macroeconomic awareness, and tailored client planning. Each engagement is built around measurable financial objectives and transparent reporting.
View her BrokerCheck Detailed Report.
Personalized asset allocation and active portfolio monitoring for optimized returns with risk mitigation.
Strategic long-term retirement investment planning to ensure steady income and financial independence.
Comprehensive risk analysis and portfolio diversification strategies for capital protection.
MORGAN STANLEY (CRD#:149777), Sacramento, CA — Registered since 2009
CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) — 2000-2009
Series 7, Series 63, Series 66
Over 25 years of experience across top firms including Morgan Stanley and Citigroup Global Markets.
"Judith provided exceptional guidance. My portfolio has never been more organized and profitable."
— High-Net-Worth Client
"Professional, detail-oriented, and strategic. Her advice is always tailored to my needs."
— Corporate Executive
"Her insights transformed my investment approach. I now have confidence in my long-term strategy."
— Private Investor