
Dominique Hicks, CFP®
I bring a lifetime of experience to my role as a wealth management professional. As an industry veteran with more than 35 years' experience, I have worked with highly successful executives, business owners, retirees and folks from all walks of life providing personalized advice through a disciplined approach based on extensive research and attention to detail. With a diverse background in Accounting, Economics and Finance, I help you understand and navigate the intricacies of creating and preserving wealth. I focus on what is most important to you and your family, and build a strategy designed to achieve your goals and enable your wealth. I provide my clients with a comprehensive strategy that addresses all of their specific goals. My Accounting background allows for tax efficiency. My Certified Financial Planner ™ designation allows me to develop creative strategies and my extensive professional network allows me to coordinate and collaborate with other professionals to create the desired outcomes you seek.
I combine two important skills that are often difficult to find in one financial advisor: The ability to work through unique and often complicated family dynamics around your wealth and the insights to build and manage an investment portfolio that is aligned with your goals and values. Over the course of my career, I have earned a number of important industry credentials, including Certified Financial Planner™ (CFP®), the recognized standard of excellence for personal financial planning. This credential certifies that I have mastered the rigorous education, examination, experience and ethics requirements required by the Certified Financial Planner® Board of Standards, an independent professional regulatory organization. My emphasis on family financial planning – combined with a keen understanding of macro-economic trends – enables me to take the mystery out of the markets, delivering a disciplined approach to smart money management for your family and the generations that follow.
I am also a Corporate Retirement Director at Morgan Stanley. As one of only a handful of Morgan Stanley advisors bestowed with this title, I specialize in providing retirement plan solutions to companies all over the United States. Retirement plans are an employee benefit but is some cases plans can be designed to provide excellent tax shelters to business owners. Becoming a CRD is no easy task. There are rigorous standards the firm requires you to meet and recertify each year. In addition to being a CRD, I also have my QPFC (Qualified Plan Financial Consultant) designation as sponsored by NAPA (National Association of Plan Advisors).
Getting started is easy. It begins with a conversation. I look forward to discussing how I can create the lifestyle and legacy you envision for you and your family.
About Me:
I always knew I wanted to pursue a career in finance. In eighth grade, I asked my parents to subscribe to the New York Times so I could study the stock market. I wanted to understand how changes in the economy made an impact on the stocks I was following. Upon graduating from CW Post College, where I earned a degree in Accounting and Economics, I began my career at Merrill Lynch as an Accountant. It is here where I discovered my love of research. In 2002, I joined Smith Barney (now Morgan Stanley) for the opportunity to work more directly with clients and use my research skills to guide them towards the achievement of their goals.
Throughout my career, I have remained committed to professional development, earning such important industry credentials as my Certified Financial Planner™ and Chartered Retirement Planning Specialist® designations. I am also a Corporate Retirement Director and Family Wealth Advisor at Morgan Stanley and earned an MBA from St. John's University.
I grew up in Syosset and now live with my wife in Huntington, where we raised our two adopted sons, biological brothers originally from Siberia. I active in several endeavors close to my heart: International Adoption, suicide prevention and animal rights.