Will Dickerson
Amarillo
Summary
Highly-motivated Financial Planning Intern with experience in financial analysis, budgeting, and strategic planning. Strong analytical skills, and the ability to provide insightful solutions to complex financial problems. Made significant impact through effective collaboration with team members on various projects, with understanding of financial forecasting and risk management principles.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Skilled at working effectively unsupervised and quickly mastering new skills.
Overview
1
1
year of professional experience
Work History
Life Planning Intern
Life Planning For Families Of Special Needs
Addison
05.2025 - 08.2025
- Worked closely with families of individuals with special needs to build long-term, sustainable wealth strategies.
- Guided them in planning for their loved one's lifetime care, ensuring financial security that supports independence, quality of life, and retirement needs.
- Provided education and structured planning tools that helped families balance current support with future goals.
- Assisted with portfolio maintenance, supervised trade execution, and market research.
- Analyzed investment strategies designed for families with special-needs dependents.
- Learned key regulations affecting special-needs planning, including Medicaid eligibility considerations, ABLE accounts, and trust planning.
- Supported advisors by preparing planning documents and reviewing client cases.
Financial Planning Intern
Navigation Financial
Amarillo
05.2024 - 08.2024
- Shadowed financial advisors and participated in several client meetings a week to observe goals, planning discussions, and client communication strategies.
- Gained insight into how advisors gather information, document client goals, and build trust to guide investment decisions.
- Observed portfolio allocation discussions and learned fundamentals of long-term planning.
Education
Bachelor of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX12-2028
Skills
- Financial planning & analysis
- Investment strategies
- Portfolio management
- Financial planning
- Retirement planning
- Building Long-term client trust
- Problem-solving
- Critical thinking
- Research skills
- Mutual funds understanding
- Cash flow management
Leadership And Involvement
- Personal Financial Planning Association, Member, 08/01/25, Present, Attend guest-speaker sessions and networking events connecting students with financial planning professionals., Participate in professional development activities and industry discussions.
- Sigma Chi, Treasurer Committee Member, 09/15/24, Present, Assist with chapter budgeting, financial reporting, and oversight of dues collection., Help maintain accurate financial records and promote fiscally responsible operations.
Timeline
Life Planning Intern
Life Planning For Families Of Special Needs
05.2025 - 08.2025
Financial Planning Intern
Navigation Financial
05.2024 - 08.2024
Bachelor of Science - Personal Financial Planning
Texas Tech University