As an Advisor Associate, Dillon works closely with advisors to assist with the financial planning and investment management process, ensuring that each family’s plan is built around their unique goals and circumstances.
Before joining the team, Dillon worked as a financial services professional at New York Life, where he established foundational industry knowledge and earned the FINRA Series 6 and 63 licenses. He also holds a bachelor’s degree in Economics from Miami University.
Originally from Northfield, IL, Dillon now resides in Chicago and enjoys skiing and golfing in his free time.
- Financial Services Professional at New York Life
Education & Credentials
- BA, Miami University, Economics, minor in General Business
- Series 6 and 63 licenses
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.