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 loves to travel, especially if a cruise is involved! He recently married the love of his life and looks forward to their future together.
