Based in Mountain Brook, Alabama, James Dixon is an experienced financial advisor who serves as managing director for the southeast region at Stifel Nicolaus & Company in Birmingham. He has been in this role since 2015, managing high-end client accounts with personalized investment strategies. Before joining the firm, Mountain Brook's James Dixon worked more than two decades in various roles at Sterne Agee & Leach, Inc. He last served the company as division president of the Private Client Group.
James Dixon also worked at Sterne Agee & Leach Inc. as an assistant fixed-income trader and assistant OTC trader. He holds Series 7, 8, 63, and 65 licenses and is certified to sell life and health insurance. Complementing his professional experience, he holds an MBA in finance from the University of Alabama and certificate in financial planning from Florida State University. He is the former president of the Alabama Security Dealers Association and a member of the Securities Industry and Financial Markets Association's Private Client Services Committee.