Converting to a Roth IRA: When Does it Make Sense and What are the Benefits?
When does it make sense to convert a Traditional IRA to a Roth IRA? Most…
Scott Dillie joined the firm in 2017 following three years as a wealth manager with Capital Fiduciary Advisors (CFA). In his role as an advisor both at CFA and with Wealthspire Advisors, Scott works directly with clients to understand their full investment portfolios as well as their long-term financial and family goals. Scott previously spent three years as a Financial Advisor with Northwestern Mutual in McLean, VA, where he built a successful practice focused on comprehensive financial planning. Scott, a Pittsburgh native, currently resides in Falls Church and coaches youth soccer. In addition, he is involved with the Community Foundation for Northern Virginia, including serving on their Investment Committee.
Previous Experience
- Wealth Advisor at Capital Fiduciary Advisors, LLC
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Personal Financial Planning
- Certified Financial Planner™
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*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.
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