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T.D. Hicks, CFP®

  • President, Private Wealth Advisor

"We are passionate about delivering unbiased advice to our clients. There is great clarity in knowing that our clients come first in everything we do.  Simply put, we are Client Advocates."  T.D. Hicks

T.D. is a graduate of Wright State University with a B.S.B. in Accountancy and a B.S.B. in Finance. T.D. graduated Magna Cum Laude and was a four year letterman on the baseball team at Wright State. He has passed the Certified Public Accountant exam from the Accountancy Board of Ohio and the Certified Financial Planner exam from the Certified Financial Planner Board of Standards, Inc.

T.D. began his career as a Tax Consultant in the Private Client Group for Arthur Andersen LLP in Cincinnati and Columbus, Ohio. He consulted with high net worth clients and family-owned businesses on federal and state income tax issues, estate and gift tax planning, trust planning, and financial planning strategies.

In 2000, he accepted an opportunity to work for Smith Barney as a Financial Advisor in Columbus, Ohio. At Smith Barney, he provided comprehensive wealth strategies to retirees, high net worth individuals, and family-owned businesses. He was awarded Second Vice President in 2006 and Vice President – Wealth Management in 2008. 

T.D. and his wife, Robyn, live in Circleville, Ohio, and have three sons - Logan, Landon, and Easton. In his spare time, he enjoys coaching youth baseball and basketball and spending time with his family.

Education
Wright State University - B.S.B. in Accountancy – Magna Cum Laude
Wright State University - B.S.B. in Finance – Magna Cum Laude
Certified Financial Planner – CFP®
Certified Public Accountant – CPA INACTIVE

Professional Memberships
American Institute of Certified Public Accountants – AICPA
Ohio Society of Certified Public Accountants – OSCPA
Circleville Church of the Nazarene – Finance Committee & Board Member

Hicks Capital Management, LLC | 4200 Regent Street, Suite 4200 | Columbus, OH 43219 | 614.944.5210 | info@hicks-capital.com

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 Investments through PKS or RIA are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY. Purshe Kaplan Sterling Investments and Hicks Capital Management, LLC are not affiliated companies.