Theodore DicksonTheodore Dickson, CFA
Wealth Advisor

Request an Appointment | Office Information

Theodore (Ted) Dickson is a Wealth Advisor at Beacon Pointe and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Ted was a Financial Advisor at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, Ted was with Croft Investment Management for 16 years, starting as an assistant and working his way up to become a Portfolio Manager and member of the investment committee, directly responsible for new investment idea generation for over $600 million in assets. Ted graduated from Washington & Lee University with a BA in Economics and lives in Sag Harbor, NY with his wife and two sons.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.