Dexter James

Senior Wealth Advisor, Managing Director

Cleveland, OH


Dexter is a Senior Wealth Advisor and Managing Director at MAI. He joined the firm in 2022 after MAI’s acquisition of his practice from Ameriprise Financial, where he was an affiliate since 2005. With over 30 years of experience in finance, Dexter works with clients to develop, implement and monitor their financial plans while also managing their investment portfolios.

Prior to his financial planning career, Dexter served in the US Air Force and earned his BS in Finance from Siena College and his MBA specializing in Financial Planning from Cleveland State University.

Dexter currently serves as a board member for Hudson Community Foundation as well as the Hudson Tax Incentive Review Board. He and his wife Diane Carol live in Hudson, Ohio and enjoy spending time with their two children, Diane Morgan and little Dexter.

We look forward to learning about your financial goals.