07/30/2025
We're proud to shine a spotlight on one of our team members of The Lighthouse Wealth Management Group at Morgan Stanley: Bill Dixon!
Bill is an Executive Director and Financial Advisor at The Lighthouse Wealth Management Group. He has been awarded as a Forbes Best-In-State Wealth Advisor in every year from 2019 to 2025, as well as being named to Morgan Stanley's prestigious Master's Club.
Bill has been helping financially successful individuals and families develop a financial security plan to address their specific needs since joining the firm in 2000. He is committed to delivering exceptional service as he counsels his clients in the areas of financial planning, asset protection and liability management. He also has significant experience in business succession planning and corporate retirement plans.
A graduate of Valdosta State University with a B.F.A. degree in Communications, Bill combines his industry knowledge and communication skills to deepen the team's existing relationships, as well as foster new introductions. His disciplined approach includes the development of a comprehensive financial plan that incorporates wealth accumulation strategies and risk management techniques to help his clients maintain financial independence through each one of life's important milestones.
Bill's passion for helping clients achieve their financial goals is equaled only by his dedication to his family and his community. He is an active member of his community, serving as a member of The Boys and Girls Club of North Florida, as well as recently being named the Chair-Elect of the TaxSlayer Gator Bowl. Born and raised in Jacksonville, Florida, Bill resides in the Julington Creek area with his wife, Jenny, and their three children. He is also a member of the St. Johns Rotary Club and attends Christian Family Chapel. In his free time, he enjoys playing football, basketball and golf, as well as coaching youth sports and spending quality time with his family.
We are very grateful for everything you do for the team Bill!
Forbes Best-In-State Wealth Advisors 2019, 2020, 2021, 2022, 2023, 2024, 2025
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Disclosure: https://www.morganstanley.com/disclosures/awards-disclosure.html