Dickson Financial Advisor

James Dickson is dedicated to advising clients of Paul Winkler, Inc. He began his financial career interning with UBS PaineWebber in 2000. But the high-commission product mentality didn’t sit well, so he transitioned to a career in public education, teaching economics and personal finance, along with coaching high-school basketball. In 2016, James started with Paul Winkler, Inc. as a client and finally saw a way that he could help people reach their financial goals without pushing high-commission products. The coaching and academic approach also sat well with his background. Since making the career change, James has delighted in helping his clients understand and achieve their goals. James earned his bachelor’s in political science from Union University and his master’s in education from Tennessee State University. James passed the Series 65 exam—the NASAA Investment Advisers Law Examination. James is a CFP® practitioner, which involved completing coursework on over one hundred topics including stocks, bonds, taxes, insurance, retirement planning, and estate planning. James and his wife, Sunnie, have been married twenty years. They enjoy spending time with their two children and traveling to see new places.