Dickson Griswold returned to his hometown of New Orleans after merging his Denver firm during the COVID pandemic. Now part of CAPTRUST Financial Advisors, Dickson offers fee-based fiduciary wealth management for high-net-worth individuals. His fees are based on the value of the investment assets under management. Dickson also consults on client retirement planning, taxes, estate planning, insurance, budgeting/saving, and charitable giving. This comprehensive view of their finances helps clients to understand how the different areas impact each other.
“For many clients, this is their first time completely understanding the workings of their finances,” explains Dickson. “I like to think that I am my clients’ ‘personal CFO’ or ‘financial QB.’ My clients know that their finances are in good order, and regardless of the investment markets, they are on the right financial track. I like that I’m providing financial peace of mind.”
With a Bachelor of Arts degree in English and History from the University of Mississippi, Dickson enjoys hunting, fishing, and restoring vintage cars in his free time. He is thrilled to be back home in New Orleans.
Favorite Cocktail: Gin Martini
Hometown: New Orleans
Ideal Night Out: Early cocktails followed by a delicious dinner – with good friends.
504-497-5725 | dickson.griswold@captrust.com | 1100 Poydras, Suite 1350, New Orleans
