Michelle Dickson, FPQP®
Director
Service & Operations
Atlanta, GA
As a Director on the Client Service Solutions team, Michelle works with ultra-high-net-worth families, supporting clients throughout every stage of the wealth management journey. She serves as a liaison with custodians and family offices, ensuring clear communication and facilitating seamless transitions for new clients while maintaining strong ongoing relationships. She also supports the estate planning process, collaborating closely with internal teams to align strategies with clients’ goals.
Michelle is driven by building trusted relationships with clients and ensuring their experience is seamless, productive, and guided by a commitment to excellence.
Experience
- 20+ years in the wealth management industry, including 10+ years serving ultra- and high-net-worth families
- Edge Capital Group (acquired by SCS via acquisition in 2025), where she trained and helped the Dallas, TX team grow by threefold
- GLOBALT Investments, Portfolio Trader and Operations
Education & Credentials
- B.B.A. in Finance, Georgia State University
- Financial Paraplanner Qualified Professional
Beyond SCS
Michelle supports the military and her community through nonprofits serving veterans. She is a former President of the Georgia Securities Traders Association and served on the board of the Dallas Securities Traders Association. In her free time, she enjoys being outdoors, traveling, cheering on SEC football, and staying active as a CrossFit enthusiast.
