Financial services firm invests time, resources into disruptive model

Vimvest seeks to be at the front of the line as its industry chases tech-based disruptions. To get there, the company is seizing on a seismic shift in how people invest and save money.

  • By Mark Gordon
  • | 5:00 a.m. July 16, 2020
  • | 0 Free Articles Remaining!
Courtesy. Vimvest executives Stuart Dickson, Maggie Hixon, Justin Bailey and Phillip Dickson, have high hopes for the company’s app.
Courtesy. Vimvest executives Stuart Dickson, Maggie Hixon, Justin Bailey and Phillip Dickson, have high hopes for the company’s app.
  • Finance
  • Share

Up until 2017, Margaret Hixon had a thriving investment advisory business in Sarasota for some 25 years, working with a range of clients on retirement planning under the brand CD Advisory Services. The company also had an insurance arm that held about $18 million in premiums. “We were chugging along,” Hixon says.

 

Continue reading your article
with a Business Observer subscription.
What's included:
  • ✓ Unlimited digital access to BusinessObserverFL.com
  • ✓ E-Newspaper app, digital replica of print edition
  • ✓ Mailed print newspaper every Friday (optional)
  • ✓ Newsletter of daily business news
Subscribe

Already subscribed? Sign in.

Latest News

  • February 2, 2026
Clearwater office building sells for nearly $6 million
  • February 2, 2026
USF College of Nursing receives $2M gift to fund scholarships
  • February 2, 2026
$55M Fort Myers affordable housing project secures financing
  • February 2, 2026
Manatee County to protect 1,500 acres of ranch land

Sponsored Content