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 with groundbreaking financial technology its partner company, Vimvest, is launching this month. What does not change is its full spectrum wealth management offerings, highly personalized client service, and a timeproven, research-based investment philosophy. 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