Leslie Dix-Kwiatek, AAMS, WMS - Senior Financial Advisor, Vice President

Leslie Dix-Kwiatek, AAMS, WMS - Senior Financial Advisor, Vice President This page is not monitored by Merrill Lynch. Content cannot be posted here. My goal is to help bring prosperity & financial peace of mind to clients.

To follow & learn more about me, access my LinkedIn & business website, Grall & Dix Wealth Management. Leslie is a financial advisor partnered with Raymond James. She has been in the securities and planning industry for more than 16 years. During that time frame, she has developed time-tested expertise in employee stock options, insurance, financial planning, goal development, and investment strat

egy construction while always striving to provide exceptional client service. Leslie joined Raymond James in 2014 to help clients achieve their dreams and goals by implementing a holistic approach to financial planning. The tailored, objective advice she provides is designed to help give her clients the confidence to pursue their passion and dreams, while ultimately establishing the financial freedom to fully enjoy retirement. To enable this, she truly develops long-term relationships with her clients, during which time she has the capability to trade mutual funds, ETF’s, stocks, bonds, and options which assist her in developing strategic financial plans for clients. A native of Jacksonville, Leslie graduated from Episcopal High School. She holds her AA from Florida State University and her BA in marketing from Jacksonville University. Leslie lives in Durbin Crossing with her husband, Paul, and doodles, Lulu & Hazel. They visit Colorado a couple of times per year as they both love hiking and enjoy the mountains. Napa is a close second as one of their favorite places to visit. While travel is a passion for them, Leslie and Paul’s hearts remain in Jacksonville where they enjoy spending time with their family, and believe in the importance of giving back to the local community. Designations: Accredited Asset Management Specialist (AAMS®), Wealth Management Specialist™ (WMS)

Licensing held: Series 7, Series 66, Health, Life and Variable Annuity

As we begin 2023 the story remains the same for equity markets. Will the narrative change as the year progresses? Mike G...
01/06/2023

As we begin 2023 the story remains the same for equity markets. Will the narrative change as the year progresses? Mike Gibbs, director of Equity Portfolio & Technical Strategy provides perspective in his latest Weekly Market Guide.

www.raymondjames.com

Expectations for the potential Fed rate hike path are likely to be driven by the December Employment Situation Report, s...
01/06/2023

Expectations for the potential Fed rate hike path are likely to be driven by the December Employment Situation Report, specifically as it relates to average hourly earnings. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

The Santa Claus rally period concluded with a net gain. Historically, that's been regarded as a positive sign for the st...
01/05/2023

The Santa Claus rally period concluded with a net gain. Historically, that's been regarded as a positive sign for the start of the new year. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

There's a positive bias in the equity futures market as the Santa Claus rally period enters its final day, notes Mike Gi...
01/04/2023

There's a positive bias in the equity futures market as the Santa Claus rally period enters its final day, notes Mike Gibbs, director of Equity Portfolio & Technical Strategy. Read more in his latest Morning Brew.

www.raymondjames.com

As market participants look to open the first trading day of 2023 on a positive note, a new Congress convenes. Read more...
01/03/2023

As market participants look to open the first trading day of 2023 on a positive note, a new Congress convenes. Read more from Mike Gibbs, director of Equity Portfolio & Technical Strategy.

www.raymondjames.com

Wishing you all the best for your plans, goals and resolutions as we head into 2023.
01/01/2023

Wishing you all the best for your plans, goals and resolutions as we head into 2023.

Address

824 A1A N
Jacksonville, FL
32082

Website

https://www.linkedin.com/in/leslie-dix-kwi

Alerts

Be the first to know and let us send you an email when Leslie Dix-Kwiatek, AAMS, WMS - Senior Financial Advisor, Vice President posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category