Joe Dixon
CPA, CFP®
Director
- Shareholder
Joe H. Dixon, III, a Director in the firm’s Atlanta office, serves as the main point of contact for several of Pathstone’s clients. In partnership with others, he leads the tax services department and works to maintain processes that ensure quality tax services for clients. His focus is on tax compliance, estate planning, restructuring with family office management companies and carried interest structures, and other family office services.
Prior to joining Pathstone, Joe started his career at Deloitte Tax, LLP in the Private Wealth service department. Joe graduated cum laude from Tulane University, earning his Master of Accounting and a Bachelor of Science degree in Finance with a Minor in Legal Studies in Business from the A. B. Freeman School of Business. He is a member of the American Institute of CPAs and the Georgia Society of CPAs. He holds the Certified Financial Planner™ designation.
In the community, Joe serves as a Director on the Board of the Trinity Northwest Atlanta Early Learning Center, where his son is enrolled. He enjoys cooking and spending time outdoors.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Joe H. Dixon, III, a Director in the firm’s Atlanta office, serves as the main point of contact for several of Pathstone’s clients. In partnership with others, he leads the tax services department and works to maintain processes that ensure quality tax services for clients. His focus is on tax compliance, estate planning, restructuring with family office management companies and carried interest structures, and other family office services.
Prior to joining Pathstone, Joe started his career at Deloitte Tax, LLP in the Private Wealth service department. Joe graduated cum laude from Tulane University, earning his Master of Accounting and a Bachelor of Science degree in Finance with a Minor in Legal Studies in Business from the A. B. Freeman School of Business. He is a member of the American Institute of CPAs and the Georgia Society of CPAs. He holds the Certified Financial Planner™ designation.
In the community, Joe serves as a Director on the Board of the Trinity Northwest Atlanta Early Learning Center, where his son is enrolled. He enjoys cooking and spending time outdoors.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
