Dylan Kesterson is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2023. Prior to joining Merrill, Dylan started his career at a large life insurance and annuity firm, where he helped clients with risk management strategies. He then went on to work for a local Registered Investment Advisor, where he served as an associate and Wealth Manager. With this experience, Dylan brings a wealth of knowledge to his clients. His extensive knowledge spans the realms of investments, insurance, and taxes, making him a trusted steward in navigating the complex world of personal finance.
Dylan’s approach is consultative, collaborative, and comprehensive, which is characterized by a deep understanding of his clients and each client’s family, financial situation, unique needs, and aspirations. This understanding, coupled with a dedication to fostering financial well-being and security, Dylan leverages Merrill’s resources and his own financial acumen to provide potential solutions that empower his clients to make informed financial decisions now, and for the future. Being analytical and detail-oriented, Dylan works diligently to create an efficient wealth plan, and a cohesive financial strategy so his clients can live the life they design. Dylan is driven by his passion for delivering excellent service and guiding his clients to accomplish their goals and pursue their passions.
Dylan received his Bachelor’s degree in finance from the University of South Florida in Tampa, where he participated in the Student-Managed Investment Fund. Dylan is a CERTIFIED FINANCIAL PLANNER™ professional. Dylan is originally from Winter Park, FL and now lives in Tampa with his wife, Lauren, and their Labrador Retriever, Bolt. Dylan enjoys golf, and he and Lauren are avid Tampa Bay sports fans, and like exploring the city and the Tampa Bay area.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
