Rebecca Dickerson, CFP®, CDFA® in

Rebecca Dickerson, CFP®, CDFA®

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Financial Advisor at Raymond James
📍 Fort Worth, Texas, United States

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Experience
21 Years
Current Role
Financial Advisor
Location
Fort Worth, Texas, United States
Personality Overview

How Rebecca shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rebecca cares about

Strategic Priorities
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Career

Work history

7-2023
Financial Advisor
Raymond James
1-2019 - 7-2023
Financial Advisor, Assistant Vice President
Merrill Lynch Wealth Management
7-2018 - 1-2019
Financial Consultant
Fidelity Personal and Workplace Advisors
3-2010 - 1-2019
Financial Representative
Fidelity Brokerage Services LLC
7-2003 - 12-2009
Title Insurance Agent
Flagship Title of Tampa LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2003
Bachelor's Degree
Furman University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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