James D Dickey CDFA®, CFP®


SeaCrest Wealth Management, LLC

4087 Sherman Hollow Rd
Parrottsville TN 37843
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614-946-7166

James D. Dickey, CFP®, CDFA™


Financial Advisor


SeaCrest Wealth Management, LLC


470 Olde Worthington Rd.


Westerville, OH 43082


Phone 614-410-6722


 


Curriculum Vitae


Education


The Ohio State University, Columbus, OH


Bachelor Degree in Family Financial Planning, 1999


 


College of Financial Planning


Certified Financial Planner®, 2005


 


Institute for Divorce Financial Analysts


Certified Divorce Financial Analyst, 2013


 


Employment


SeaCrest Wealth Management, LLC                                                        May 2014 to current


Financial Advisor and Certified Divorce Financial Analyst



Ameriprise Financial Services, Dublin, OH                                              April 2009 to April 2014


Financial Advisor and Certified Divorce Financial Analyst®


 


NatCity Investment, Columbus, OH                                                         June 1999 to April 2009


Financial Advisor


 


Experience:


More than 15 years experience in financial services field with expertise in financial planning, financial issues of divorce, retirement plan design, and retirement plan administration.


 



  • Consulting work assisting clients and their attorneys understand the financial implication of various divorce settlement options.

  • Served as a consultant to business owners and employees for retirement plan design and retirement plan administration.

  • Developed and presented a full array of financial planning seminars to help clients and prospective clients feel more confident about their financial lives and more prepared for the unexpected, such as, sickness, death, job loss, litigation, and divorce.

  • Engaged in comprehensive financial planning for my clients to evaluate and plan for the following: Cash flow analysis, Retirement planning, tax planning, protection planning, education planning, estate planning, and divorce planning.


Professional Memberships



  • Financial Planning Association (FPA)

  • Institute for Divorce Financial Analysts (IDFA)

  • FPA of Central Ohio