People

William Dix

Bill is a native of Richmond, Virginia where he entered the financial services industry in 1965.

A graduate of the University of Virginia, Bill has broad experience in Wealth Management practices in both consultative and management capacities.

Credentials include the Chartered Financial Consultant designation as well as Personal Investments, Advanced Pension Planning, Advanced Estate Planning, and Financial Counseling Certificates.

He has also served as an officer for numerous professional associations and as a national board member of the Financial Planning Association, where he chaired the Ethics Committee.

Active in his local homeowners association, he lives with his wife in Raleigh, North Carolina.

 

Manuela Tyler

Manuela Tyler, a native of Wuerzburg, Germany received an Associate's Degree and worked as a legal secretary in Germany.

After moving to Fayetteville, NC in 1994, she received her Associate Degree in business administration and graduated with honors from Fayetteville Technical Community College.

Manuela joined Fortune Management in 2000 where she oversees all administrative operations as Office Manager.

She makes her home with her family in North Raleigh.

 

 

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