Dillon Geelan
,

Vice President, Financial Advisor

2221 Washington Street
Newton, MA 02462
617.243.2626
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Dillon joined Merrill Lynch Wealth Management as a Financial Advisor in 2023. Prior to joining Merrill, Dillon worked as a Financial Solutions Advisor for five years in the MetroWest area of Boston.

Before working at Merrill, Dillon worked for Fidelity Investments in various roles. Including Consumer Investments, and Stock Plan Services.

Dillon received his International Business Degree from The College of Charleston in South Carolina. He attended The Management center of Innsbruck in Austria while studying abroad for a summer.  

Dillon is a CFP® certificate and he has his Chartered Retirement Planning CounselorTM designation.  Dillon has his Series 7, 65, 63 FINRA registrations.

Dillon Grew up in Guilford, Connecticut, and now resides in Dedham, Massachusetts with his wife Ashley, and two dogs Benny, and Karina.

During his free time Dillon enjoys, hiking, intermural sports, running  and biking.
Our team is involved with local communities, assisting charitable organizations such as Artists For Humanity. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

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About Me
Welcome

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.

Thursday, January 25th 2024| 12:30 PM
Investing in your Child's Future

We will be hosting a WebEx to cover the integral components involving the topic of education Planning. We will cover our presentation in approximately thirty minutes and have time for questions after.Link to register for WebEx

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Dillon Geelan is registered to do business in CT, FL, MA, MD, ME, NC, NH, NJ, NY, RI, TX, VT.