Washington Wealth Management (WWM), an independent hybrid Registered Investment Advisor (RIA), has announced that wirehouse advisor Nadia Dickinson has joined WWM.
Ms. Dickinson has 30 years of industry experience and approximately $100 million in AUM at the time she joined WWM (Sept. 2014). Ms. Dickinson’s newly formed practice, Dickinson Graham Capital Management, has affiliated with WWM as an independent practice based in Lancaster, CA.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
With the addition of Ms. Dickinson’s practice, WWM has now successfully recruited ten new advisory practices since its acquisition by NFP in March of this year. The addition of Ms. Dickinson, who joined WWM from Morgan Stanley, demonstrates the continued strength of WWM’s flexible, turnkey offering for established wirehouse advisors who are seeking the freedom and benefits of independence.
Rob Bartenstein, CEO of WWM, said, "We are delighted to announce the addition of Dickinson Graham Capital Management to our platform. Ms. Dickinson’s decision to maximize her firm’s opportunities for growth and independence by joining our team further demonstrates the strength of WWM’s platform, which enables exceptional former wirehouse advisors like Ms. Dickinson to expand their practices by transitioning seamlessly to the independent channel."
Led by Ms. Dickinson, Dickinson Graham Capital Management takes a holistic approach in providing a broad spectrum of financial advisory services, including insurance and estate planning, as well as financial planning, retirement planning, and wealth and investment management through WWM and NFP’s broker-dealer. While Dickinson Graham Capital Management is primarily focused on servicing individuals and their families in California, it also represents clients throughout the United States.
Ms. Dickinson said, "I am thrilled to be joining WWM’s platform, particularly at a time when Dickinson Graham Capital Management is expanding its staff to meet the demands of a growing client base. As I transition to independence, there was no better partner for both developing and growing my practice than WWM. WWM’s turnkey multi-custodial platform, along with its unique understanding of the needs of successful advisors, will enable me to create a highly responsive, client-centered environment."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataDavid Richman, WWM’s Market Area Director for Southern California, said, "The announcement reflects our ongoing commitment to building a substantial presence in Southern California, and we are proud to have the opportunity to work with Dickinson Graham Capital Management during this phase of expansion for the firm. With a new, modern office in Lancaster, CA, Dickinson Graham Capital Management is well positioned for growth and success in partnership with WWM."
Mr. Bartenstein concluded, "The affiliation of Nadia Dickinson and her practice underscores how we continue to help former wirehouse advisors achieve the independence they need to expand their business. We look forward to assisting Nadia achieve her business objectives and goals through the turnkey practice management support, broad resources and deep operational expertise that WWM provides."
The Washington Wealth Management RIA is a wholly-owned subsidiary of NFP and operates under its own brand and leadership team within NFP Advisor Services, NFP’s affiliated independent advisor-focused business group.
