From Left to Right: Stuart Dickson, Margaret Hixon, Justin Bailey, Phillip Dickson
INTRODUCING
VIMVEST ADVISORS
CD Advisory Group is changing its name to Vimvest Advisors to align itself
is launching this month. What does not change is its full spectrum wealth
The new Vimvest app is a goal-based financial
application designed to help nascent Gen-X and
millennial investors with all aspects of their financial
life, including investing for retirement, saving for
their next purchase, and charitable giving. Vimvest
Advisors provides traditional wealth management
services to higher net worth individuals.
“With the Vimvest app, we are focused on bringing
forward thinking financial technology to a younger
demographic and impacting their lives for the
better,” said Margaret Hixon, President/Founder.
“We have also found that when a boomer hears
about Vimvest, they are really excited as well.
Investors who have accumulated wealth can need
more support, and Vimvest Advisors will continue to
provide the attention to detail someone with more
financial assets may require. Relationship building
is important to us. We have a full team of licensed
professionals who take a white glove approach to
CONNECT: 941.925.2121 | 3322 Bee Ridge Road, Sarasota, FL 34239 | www.vimvestadvisors.com
/www.vimvestadvisors.com