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About

Experience, expertise, and relationships.

With many years in business, Vimvest brings a wealth of experience and expertise to manage your wealth. That experience and expertise translate to an entire team working daily to manage your financial growth and protect your assets. At the same time, our white-glove service continues to create and nourish lifelong client relationships.

28

Years in Business

A+

BBB Rating

500+

Clients

400M+

Assets Managed

Meet the Team

Margaret Hixon

PRESIDENT

Margaret is the President of Vimvest. Her priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.

Stuart Dickson

CO-CEO

Stuart is the Co-CEO of Vimvest. He is a fully licensed Investment Advisor Representative. He also has extensive financial planning experience, always aiming to provide the best in financial and retirement planning.

Phillip Dickson

CO-CEO

Phillip is the Co-CEO of Vimvest. He is a fully licensed Investment Advisor  Representative and works to develop portfolio options, while also expanding the reach of the company into new markets.

Justin Bailey

CTO

Justin is the CTO of Vimvest. His experience ranges from technology product design to marketing to business development. He works to expand the technology and brand reach of the company.

Mark Kennedy

PORTFOLIO MANAGER

Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.

Bradley Johnson

FINANCIAL ADVISOR

Bradley is a fully licensed Investment Advisor Representative and fiduciary. He specializes in generating wealth strategies for future quality of life and planned charitable contributions.

Stephen McLeod

NATIONAL SALES DIRECTOR

Stephen's 20+ years of experience with Registered Investment Advisors allows him to help advisors simplify, amplify, and solidify their business through Vimvest's technology.

Mark Kennedy

CIO / PORTFOLIO MANAGER

Mark is the Chief Investment Officer and Portfolio Manager for Vimvest Securities. He has over 39 years of experience in financial services.

Gabe Kaufmann

INVESTMENT ADVISOR REPRESENTATIVE

As a fiduciary, Gabe uses a logical approach to making sure that his clients have all the critical, must-know facts in order to make sound investment decisions.

Gina Berry

DIRECTOR OF INVESTMENT SEVICES

Gina helps to prepare, process, and complete client transactions at Vimvest. If you're looking for updates regarding your business, Gina will happily be able to help.

Liz Svirsky

BUSINESS COORDINATOR

Liz is responsible for helping to coordinate the daily flow of business, and is a great source of information. She is licensed and works closely with clients to meet their needs.

Sara Humphrey

EVENTS MANAGER

Sara is responsible for keeping in touch with current and future clients of Vimvest. She plans informational events on a variety of topics. Contact Sara to attend an event.

Suzanne Gargulio

BOOK KEEPER

Sue takes a warm yet detailed approach in helping to keep the books for Vimvest. She is an important part of day-to-day organization for the company.

Lindsey Shamma

FRONT DESK COORDINATOR

Lindsey provides the clients with a warm & friendly greeting at the office. She also assists the Administrative Managers with many clerical duties.

Suzanne Gargulio

BOOK KEEPER

Sue takes a warm yet detailed approach in helping to keep the books for Vimvest. She is an important part of day-to-day organization for the company.

Olimpia Smith

EXPERIENCE COORDINATOR

Olimpia helps to schedule, prepare for, and manage the client experience at Vimvest. She also helps in the creative department.

David Anderson

CREATIVE DIRECTOR

David helps provide creative direction for all things Vimvest related. He helps from branding to product design and presentation.

Shelly Fackler

FINANCIAL REPRESENTATIVE

Shelly helps facilitate the discovery of useful and available wealth management options. She specializes in helping inform people about new and exciting products from the company.

Have a question?

If you have a question, please contact us and we will be happy to answer.

Get in Touch

IS VIMVEST ADVISORS A FIDUCIARY?

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Yes. In case fiduciary is a newer term for you, it refers to a type of financial advisor who is responsible for managing the assets of another person, or of a group of people. Not all financial advisors are fiduciary advisors, and if one isn't a fiduciary, they are not required by law to work in good faith.

WHAT ARE ANNUITIES, AND HOW DO THEY WORK?

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Simply defined, an annuity is a financial mechanism that provides a fixed stream of income during retirement. They are a great place for money you need to keep "safe". Vimvest Advisors only offers a specific form of fixed annuities. Contact us to learn more about annuities and if an annuity would be right for your situation.

How do fees work with VIMVEST ADVISORS?

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At Vimvest Advisors, we work to align our incentives with yours. This can be applied in slightly different ways depending on the situation. Contact us to learn more about fees and how they would apply to your situation.

HOW WILL YOU INVEST MY MONEY?

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Our three core values drive how your money will be invested if you were to join Vimvest Advisors. First, we believe in markets. This means globally diversified portfolios rather than guessing on pockets of short-term trends. Second, we believe in efficient risk. This means risk and reward are balanced – rather than taking a ton of risk for a little reward. Third, we believe in lifetime income. Applied specifically, this means evaluating your situation, discovering a minimum lifetime income goal, and ensuring your wealth is preserved while taking advantage of the market where possible.

Contact us to learn more about all of our wealth management offerings, or to attend an educational event.

Start Learning with us today.

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Vimvest Holdings, LLC (“Vimvest Holdings”), parent company of Vimvest Securities and Vimvest Advisors, LLC, is owned by Vimvest Management, Inc. and several outside equity holders. Vimvest Management Inc. is owned by Margaret Hixon, Phillip Dickson, Stuart Dickson and Justin Bailey. HD Money is an affiliated entity and is owned by exclusively by Stuart Dickson and Phillip Dickson.
Vimvest Holdings owns an investment advisor affiliate, Vimvest Securities,LLC (“Vimvest Securities”), an SEC registered investment adviser. Insurance services are provided through a second affiliate, Vimvest Advisors, LLC (“Vimvest Advisors”).
Vimvest Securities, an SEC registered investment adviser, has two separate business lines. The first, which operates under the name of Vimvest is a direct to consumer internet advice division where clients establish an online investment advisory relationship. The second business line operates under the name, Vimvest Securities d/b/a Vimvest and is a sub-advised service to clients of affiliated and unaffiliated financial institutions. HD Money d/b/a/ Vimvest Financial, a Florida State registered investment advisor and an affiliate entity, provides access to the asset management services of Vimvest Securities and provides financial and insurance planning. Vimvest Advisors, LLC, a registered insurance agency and affiliated entity, provides access to a variety fixed and fixed indexed annuity products.
The content within this website is not to be construed as an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed.This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, oran offer to provide advisory or other services by Vimvest Securities or HD Money d/b/a Vimvest Financial in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial or investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Advisory relationships may commence upon either Vimvest’s receipt of an executed advisory contract and client risk profile information and client’s receipt all applicable disclosure documents.
For more information on Vimvest Securities and HD Money d/b/a Vimvest Financial please visit www.adviserinfo.sec.gov and follow the search criteria. In addition, by clicking on the following hyperlink you may access Vimvest Securities’ Client Relationship Summary (“Form CRS”).
Form ADV

3322 Bee Ridge Road, Sarasota, FL 34239 | (941) 925-2121
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