Brian Dillon
Powell, Ohio,United States
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Brian Dillon is a dedicated and experienced financial professional holding the Accredited Investment Fiduciary® (AIF®) designation. With over 15 years in the financial services industry, Brian is committed to upholding the highest ethical standards and acting in the best interests of his clients. He specializes in comprehensive wealth management, retirement planning, and investment advisory services for individuals, families, and small business owners. Brian's approach is rooted in understanding each client's unique financial goals and crafting personalized strategies to achieve them. He excels at demystifying complex financial concepts, empowering clients to make informed decisions about their future. His passion lies in building long-term relationships based on trust, transparency, and a deep commitment to client success.
Professional Summary
Brian Dillon's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Accredited Investment Fiduciary® (AIF®) Designee
Successfully completed the rigorous training and examination to earn the AIF® designation, signifying a thorough knowledge of and ability to apply fiduciary practices.
Consistent Client Portfolio Growth
Demonstrated ability to guide clients in developing and managing investment portfolios that align with their risk tolerance and long-term financial objectives, leading to consistent growth and wealth accumulation.
Excellence in Client Service Recognition
Frequently recognized by clients and peers for exceptional dedication to client service, proactive communication, and providing clear, actionable financial advice.
Advanced Retirement Planning Strategist
Developed specialized expertise in creating sophisticated retirement income strategies, helping clients transition confidently from their working years to a secure retirement.
Educational Background
Bachelor of Science (BS), Finance, General
University of Dayton - Year 1998
Associate of Arts and Sciences (A.A.S.), Accounting
Camden County College - Year 1996
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Company Overview
Huntington National BankHuntington Bancshares Incorporated is an American bank holding company headquartered in Columbus, Ohio. Its primary subsidiary, The Huntington National Bank, is a full-service super-regional bank. Founded in 1866, the company provides a comprehensive suite of banking, payments, wealth management, and risk management services to personal, small and middle-market businesses, corporate, and institutional customers. Huntington primarily operates in the Midwest and has expanded into other regions, focusing on community engagement and customer service.
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