Advisors at this firm
Schuyler E
CFP®, Series 66
Baltimore, MD
Armstrong Dixon
Schuyler Engelhardt is a CFP® and holds a Series 66 license, with 15 years of industry experience. He is affiliated with Armstrong Dixon in Baltimore, MD, and has been associated with Ade LLC and LPL Financial LLC since 2013. Outside of his advisory work, Engelhardt engages as an educational speaker. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that integrates both active and passive management, overseen by an investment committee and incorporating specialized investment exposures.
Navarone S
CFP®, Series 66
Mount Pleasant, SC
Armstrong Dixon
Navarone Simpson is a CFP® with 11 years of industry experience, currently serving at Armstrong Dixon in Mount Pleasant, SC. His prior experience includes roles at Lincoln Financial Advisors Corporation, LPL Financial LLC, and Cetera Advisors LLC. Outside of his advisory work, he has worked as a Lyft driver and manages a business entity for tax and investment purposes. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a diversified global asset-allocation strategy combining active and passive managers, with access to specialized exposures including private equity, merger arbitrage, and private credit.
Tucker D
CFP®, Series 65
Baltimore, MD
Armstrong Dixon
Tucker Dunn is a CFP® with seven years of industry experience, currently serving as a financial advisor at Armstrong Dixon in Baltimore, MD. His prior experience includes roles at LPL Financial LLC, FourStar Wealth Advisors, LLC, and Fieldstone Financial Management Group, LLC. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers and incorporates specialized exposures such as merger arbitrage, private equity, and private credit.
Gregory A
CFP®, Series 63, Series 65
Baltimore, MD
Armstrong Dixon
Gregory Armstrong is a CFP® with 21 years of industry experience, currently serving at Armstrong Dixon in Baltimore, MD. He has been affiliated with LPL Financial, LLC and ADE LLC (Armstrong Dixon) since 2013. Armstrong also works as a non-variable insurance agent. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers, third-party research, and risk metrics, with oversight from an investment committee.
Hugh B
CFP®, Series 66
Baltimore, MD
Armstrong Dixon
Hugh Breslin IV is a financial advisor at Armstrong Dixon with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Armstrong Dixon and LPL Financial in 2016, he worked at Planning Solutions Group, LLC and Triad Advisors, Inc. from 2010 to 2016. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive managers, third-party research, and risk metrics, and incorporates specialized exposures including alternative strategies and private investment funds.
Katie B
Series 66
Baltimore, MD
Armstrong Dixon
Katie Brown is a financial advisor at Armstrong Dixon with 10 years of industry experience. She holds a Series 66 designation and has been with Armstrong Dixon since 2015, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is a notary and works as a property manager on a part-time basis. Armstrong Dixon provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-related consulting for individuals, high net worth families, charitable foundations, small business owners, and plan sponsors. The firm employs a strategic, diversified global asset-allocation approach that combines active and passive management and incorporates specialized exposures such as merger arbitrage and private equity.