Four Nine Advisors

About Four Nine Advisors Team

We work together as a team to provide high quality advice along with high quality service.

Doug Shroeder, Managing Director

Doug Schroeder, CFP ®

Managing Director
Senior Financial Advisor

Alicia Dixon, Client Associate

Alicia Dixon

Client Associate

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Conservant Financial

434 North Loop 1604 West
Suite 2203
San Antonio, TX 78232

210.591.7100
888.552.9350
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  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. 

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN),

Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals.

 

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Doug Schroeder, CFP®

Managing Director
Senior Financial Advisor

With a strong focus on client needs and desires, Doug develops and implements strategies to help his clients efficiently grow, preserve, and transfer their wealth.  His team focuses on making sure that our client’s assets are all working together in unison toward their primary goals.

Doug maintains a commitment to ongoing professional development.  He holds the distinguished designation of Certified Financial Planner ® which holds him to the highest industry standards of continuing education, professional conduct and always putting his client’s interest above his own.  His team provides the highest level of objective and unbiased advice while always maintaining a kind, caring, personal attention approach.

Doug’s dedication and hard work at an early age opened doors for him to play the highest level of NCAA and NJCAA baseball at Arkansas State University and Wharton County Junior College.  At the same time, he became the first person in his family to achieve multiple college degrees and later went on to complete the Certified Financial Planner ® education program through Rice University.  He began his financial services career in 2005 with Wells Fargo Bank.  At this point, he has gained nearly 20 years of service for clients in the financial services industry.

In 2008, Doug married his precious wife, Katie.  They have two amazing young men named Reid and Owen.  After a 4-year battle with brain cancer, Katie’s life on earth ended in 2023 and her new life began in Heaven.  She continues to be the inspiration and motivation to take on life’s challenges but also a strong reminder to enjoy all of life’s beautiful blessings.

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Alicia Dixon

Client Associate

Alicia joined our team in November, 2024, as a Client Associate.  Alicia has a varied background in the education and healthcare insurance industry and brings with her an extensive background in customer service.  She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about assisting and helping clients with any challenge.  She is excited to bring these experiences and enthusiasm to the team.

Alicia has a Bachelor of Science degree in Business Administration from Indiana State University, where she was a collegiate athlete in Cross Country and Track.  She continues to have a passion for running at a much slower pace.

Alicia married her husband Doug in 1997 and together have raised three amazing children, Andrew, Sophia, and Daniel, whom they are very proud of.  She looks forward to her new role as Client Associate for Four Nine Advisors.

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