Dillon Dunn, CFP®

Dillon Dunn, CFP®

Associate Advisor

Dillon graduated from the University of Florida in 2018 with his Bachelors of Science in Business Administration. Upon graduating, he worked for Charles Schwab as a Relationship Specialist before transitioning into an Investment Analyst role with a New York based RIA firm. While working, Dillon also received his MBA from Louisiana State University and holds his Series 65 license.

His dedication to providing comprehensive financial advice and building strong client relationships is evident. In January 2024 he earned his CERTIFIED FINANCIAL PLANNER™ designation.

Dillon's blend of academic achievements, industry experience, and ongoing professional development makes him an asset in the field of finance, ensuring his ability to deliver exceptional results and provide tailored financial solutions to our clients.

Beyond his professional pursuits, he enjoys watching any sport where the Florida Gators compete, eating different types of food and taking advantage of everything Orlando has to offer.