About Us is all about You

Get to Know Margaret Hixon

Watch this short video to learn more about CD Advisory Group and its founder Margaret Hixon. She uses her expertise daily to help people successfully navigate the path to retirement.

CD Advisory Group cares about you.

CD Advisory
Group
is...

Recognized as a leader in wealth management and retirement planning, CD Advisory Group prides itself in knowing how to meet client's needs and ensuring they stay educated throughout the process.

We design hybrid portfolios.

CD Advisory Group designs hybrid portfolios to the client's unique situation, allowing for multiple market cycles by maintaining globally diverse portfolio packages. These global portfolios span 47 countries, designed and engineered to capture market rates of return over specific time horizons.
Without a clearly designed investment philosophy, it is easy to be manipulated by media, advertisers, and investment professionals who are eager to sell products.

Market belief guides strategy.

Market belief guides investment strategy. Making the right decision regarding an investment strategy can be the difference between an average retirement and a exceptional retirement.
Without a clearly designed investment philosophy, it is easy to be manipulated by media, advertisers, and investment professionals who are eager to sell products.

Market belief guides strategy.

Market belief guides investment strategy. Making the right decision regarding an investment strategy can be the difference between an average retirement and a exceptional retirement.
Without a clearly designed investment philosophy, it is easy to be manipulated by media, advertisers, and investment professionals who are eager to sell products.

Market belief guides strategy.

Market belief guides investment strategy. Making the right decision regarding an investment strategy can be the difference between an average retirement and a exceptional retirement.

Skilled advisors and a staff that cares.

CD Advisory Group ensures your investments are in good hands by making sure our team 
knows your individual goals and has the expertise to meet them.

Margaret Hixon
President / Founder

Margaret is the President and Founder of CD Advisory Group. Her priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.
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Stuart Dickson
Senior VP /Advisor

Stuart is a fully licensed Registered Representative and a Certified Fund Specialist who's available to answer investment questions. He also has extensive financial planning experience.
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Phillip Dickson
VP / Advisor

Phillip is a fully licensed Registered Representative and works directly with clients to develop and implement strategic investment policy. He is always enthusiastic about helping you.
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Janet Lange
Financial Representative

Janet makes sure clients have peace of mind knowing that their financial planning can be efficient and effective. She understands financial cycles and the strategies to ensure success.
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Sara Humphrey
Marketing & Event Coordinator

Sara is responsible for keeping touch with current and future clients of CD Advisory Group. She plans informational events on a variety of topics. Contact Sara to attend an event.
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Gina Younkman
Case Design Specialist

Gina helps to prepare, process, and complete client transactions at CD Advisory Group. If you're looking for updates regarding your business, Gina will happily be able to help.
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Liz Svirsky
Executive Assistant

Liz is our Executive Assistant. Liz will often be the bright voice answering the phone. Liz is here to answer questions, and will direct you to the person who can best serve your needs.
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Evan Williams
Financial Representative

Evan is an essential part in creating accurate strategic plans for our clients by ensuring your solutions securely match your financial goals. Review and update your goals with Evan.
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William Wilson
CPA / Tax Specialist

Bill brings 32 years of experience in all aspects of professional accounting, specializing in personal income taxes. We invited Bill based on his ethics and attention to detail.
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Riley Adamson
Medicare & Final Expense

Riley concentrates on educating clients through these areas and works with 100+ of the leading carriers in the industry to craft customized solutions for your situation and budget.
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Gina Younkman
Case Design Specialist

Gina assists the financial representatives in creating innovative and individually tailored analysis reports, strategies, and recommendations for each of our clients. She is a huge part of what we do.
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Jake Lockwood
Information Technology

Jake manages all the information technology for CD Advisory Group. In short, he makes sure we remain at the cutting edge, so as to ensure our operations are secure and compliant.
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Shelli Anderson
Property Casualty & Healthcare

Shelli specializes in personal lines of insurance, such as homeowners, auto, flood, and liability. Medicare is also an important aspect of Shelli's role at CD Advisory Group.
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 Accomplishments we're proud of.

CD Advisory Group takes pride in reaching out to the community
and helping make Florida a better place.
FAITH ANSWERS

Faith Answers is a radio show produced at CD Advisory Studios. Its purpose is to interact with radio listeners all over the Manatee county area and discuss topics related to the Christian faith. CD Advisory Group has been proud to partner with Gary Roy, pastor of Colonial Oaks Baptist Church, for over a year to provide substantive answers to curious questions.
IRA RECAP

CD Advisory Group is on the cutting edge of tax planning. We are partnered with a 3rd party administrator, Pentegra, to develop an exclusive tax recapture program. This enables us to reduce taxes on IRAs, 401ks, 403bs, and other qualified accounts by 35-40%. CD Advisory Group has helped save hundreds of thousands of dollars for retirees and their families.
RETIREMENT ANSWERS

Retirement Answers with CD Advisory Group is a radio show which exists to provide pertinent financial information, all while bringing life and entertainment to a typically tired industry. The success of Retirement Answers caused Salem Media Group, a national media firm, to request syndication and a ramping up of production from one day a week to five.
NATE'S HONOR ANIMAL RESCUE

Nate's is an animal rescue out of Sarasota, Florida. They save the lives of homeless pets by changing the way Sarasota views animal sheltering and shelter pets.  Margaret Hixon, owner of CD Advisory Group, is on the board of directors. And through this role, CD Advisory Group is able to be a part of this noble and needed animal rescue operation.

Common Questions

Here are some common questions we often receive from clients. If your question isn't in the list below, please contact us and we will be happy to answer any question.
Is CD Advisory Group 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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Annuities are an insurance contract that is linked to the market. It is designed to grow and protect your money from market volatility. Annuities can also guarantee a stream of income. For more info click here.
How does life insurance work as an investment?
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Does CD Advisory Group have set fees or do they vary
from client to client?
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Yes, and yes. We charge a Wrap Fee on all money management, depending on portfolio size, and anything insurance related is commission based.
What is CD Advisory Group's investment philosophy? 
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CD Advisory Group believes in a Buy & Hold strategy when building hybrid portfolios. We want to grow your assets, protect your assets, and prepare you for guaranteed income during retirement.