John Dickson,CFP®

John is a trust & wealth advisor and is based in Charleston, SC.  He has more than 32 years of experience in wealth management, estate planning, strategic credit, and risk management. 

John most recently served as a wealth advisor for Truist Bank, formerly known as BB&T.  He earned his Bachelors of Science Degree in Business Administration from the University of Maine and attended the College for Financial Planning and New England School of Banking.

John is a Certified Financial Planner (CFP®). Additionally, John holds his FINRA series 24, 7, 66 and Insurance Licenses. John, his wife Karen and two sons reside in Mount Pleasant, SC.  John is an avid swimmer and is a member of Palmetto Masters & volunteers for the Christ Episcopal finance committee.