Dillon Dunn CFP®
Dillon Dunn contributes to investment management and client service at the firm, handling portfolio rebalancing, executing trades in client accounts, and preparing for client meetings. As a member of the investment committee, he is involved in research and decision-making to support investment strategies.
His professional background includes roles in financial advising, investment analysis, and financial management. Before joining the firm, he worked as a Financial Aid Advisor at the University of Florida, a Relationship Specialist at Charles Schwab, an Operations Associate and Investment Analyst at AJ Wealth, and in Senior Financial Management at Lockheed Martin. Dillon holds a Bachelor’s Degree in Business Administration from the University of Florida, an MBA from Louisiana State University, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
A devoted Florida Gators fan, Dillon enjoys watching college sports and NFL football. He also loves traveling and going on cruises. He is engaged to the love of his life and looks forward to their future together.
