Meet our Investment & Financial Advisor Team

Empowering Your Financial Success, Together

SARASOTA • ST. PETERSBURG

Are you seeking comprehensive financial guidance tailored to your unique needs? Look no further than HD Money, where we pride ourselves on being a full-service financial advising firm with conveniently located offices in Sarasota and St. Petersburg, Florida. We work with and coordinate the planning process with our clients’ tax and legal advisors to help you achieve your financial goals.

At HD Money, we understand that your financial journey is as unique as you are. That’s why we reject the one-size-fits-all, cookie-cutter approach to financial planning. Instead, we employ a meticulous, personalized approach to wealth management that revolves around one central focus: you, our valued client. Your success is our top priority, and as an independent financial advising firm, we harness our resources to maximize your financial potential.

MEET OUR TEAM

Our philosophy

Testimonials

Roy & Marie S.

Firstly, I’m thrilled to be with HD Money, and here’s why: Ever since my previous investor of 30 years passed away, finding someone to trust with my finances has been a huge concern. Now, I’m pleased to tell you we’re 100 percent invested in HD Money! Seeing your values in business, investing, as a person, and with family, my wife Marie and I knew this would be a perfect match.

Kathy & Marty B.

My husband and I cannot say enough good things about the caliber of care, information, education, and great advice we received from HD Money. Awesome company with a very professional staff of down-to-earth relatable people. We have been with them for 3 yrs. and hope that it will be a very long and beneficial relationship.

Mercedes D.

I was with another wealth management company for 20 years – it was nothing like working with Margaret and the staff-It has been a pleasure working with HD Money- they are so approachable, knowledgeable, and professional! I only wish I had moved sooner!

Marisa H.

A friend recommended this firm to me. HD Money was so helpful, prompt and super easy to work with. I had very little knowledge of what I was looking for, and they explained the different options and opportunities for me. I had a great time dealing with them since they are really personable, honest, and easy to work with.

Sara W.

After moving my IRA to HD Money my gains outweighed the returns in the overall market. My portfolio has greatly improved with Stuart’s guidance. He makes you feel and treats you like family. I trust him completely.

Diana M.

Working with HD Money was great for me because I needed a comprehensive analysis of my finances, investment strategy, and debt management. They exceeded my expectations by locating and bringing in a second professional for my specific circumstance, all for a very fair charge.

Jacob A.

I highly recommend HD Money for portfolio management. Their strategic and analytical thinking generates a lot of possibilities, whose benefits and risks they thoroughly explained. They genuinely listened and strived to completely comprehend our long-term goals, assisting us in developing a strategy to optimize our assets.

Meet the HD Money Team

Margaret Hixon

Founder & President

Margaret’s priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.

Stuart Dickson

Co-Founder & Senior Advisor

Stuart is a fully licensed investment Advisor Representative with extensive financial planning experience.

Phillip Dickson

co-Founder & Managing Partner

Phillip is a fully licensed investment Advisor Representative and works to develop portfolio options while also expanding the reach of the company into new markets.

Mark Kennedy

Chief Investment Officer

Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.

John Dunlevy

economic consultant

Mr. Dunlevy has 40-Years of investment experience as a Money Manager and Investment Portfolio Strategist. He has a BS degree in Accounting from Boston College and an MBA in Finance from Columbia University. As a CFA since 1989, Dunlevy has acted in an investment fiduciary role when dealing with client investments, and as a non-practicing CPA since 1983.

Gabe Kaufmann

Advisor- Sarasota

As a fiduciary, Gabe uses a logical approach to ensure that his clients have all the critical, must-know facts to make sound investment decisions.

David Berns

Advisor - St. Petersburg

David is a fiduciary investment advisor passionate about helping families and individuals refine their path to success. He specializes in comprehensive financial plan development, topic research, and personalized financial education.

Coal

Chief Encouragement Officer