Vision
The genesis of Mindful Wealth LLC is analogous to concierge medicine. We focus on providing exceptional service and advice to those that are looking for a trusted, reliable advisor. We have successfully navigated through difficult market cycles while continuing to keep clients both well informed and well positioned to their stated risk tolerance.
Get in touch
At Mindful Wealth LLC, we recognize that finding the right financial advisor is an important choice not to be taken lightly. We offer complimentary consultations to identify your needs and determine your goals.
David m. Dickman
fOUNDER | mANAGING PARTNER
David served as Managing Director and Head of Investments for the Midwest Region at J.P.Morgan Private Bank. In this role, David managed the Investments Practice as well as co-headed the region that encompassed eleven states. Throughout his ten years at J.P.Morgan, David led the integrated teams that provide clients with comprehensive advice and solutions. These teams provide significant technical expertise in Investments, Corporate Trust Services, Estate Planning, Custody, Credit, Endowments and Foundations, as well as philanthropy. David also regularly partnered with other internal lines of business and utilized the extensive resources of J.P.Morgan Chase & Company. In addition, David managed the day-to-day operations of the Midwest Investments business. He was a primary decision maker in numerous areas including risk and regulatory issues, budgeting and hiring. David frequently met with prospects and clients throughout the Region as well as hosted and presented at client events. David was named to the J.P.Morgan Private Bank Operating Committee and Global Investments Leadership Team. He was also a member of J.P.Morgan Private Bank Discretionary Oversight and Investment Review Committees.
At J.P. Morgan, David also served as National Head of Field Strategy serving the J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management for The Department of Labor Conflict of Interest Rule that addresses changes to all U.S. retirement accounts. David was a key member of the team responsible for planning, communication and implementation of the Department of Labor Conflict of Interest Regulations to all J.P. Morgan Advisors and Clients. David also continued as a mentor to analysts and advisors, teaching seminars and overseeing training.
Most recently, David served as President of Wealth Management at Vivaldi Capital Management where he worked to build a national wealth management practice structured to deliver advice, solutions and services to high net worth individuals.
David has spent more than 25 years in private banking, investments and markets. He began his career at the Chicago Board of Trade and previously served as Midwest Sales Manager for the Lehman Brothers Wealth Management business.
A native of Chicago, David earned his B.A. in Economics from the University of Illinois and an M.B.A. in Finance from DePaul University’s Kellstadt Graduate School of Business. David resides in the Chicagoland area with his wife and three children.