Dylan started his investment services career in 2017 as a Financial Solutions Advisor at Merrill Lynch. During his time at Merrill, Dylan helped educate clients on how to utilize their employer provided 401(K) and stock option plans in order to accomplish their financial goals. He also served as a member of the Associate Advisory Council working with department managers on enterprise improvements. Dylan was recognized in 2019 as one of Merrill's top performing Financial Solutions Advisors with the Pinnacle Diamond Award.
He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™. He maintains his series 7 and 66 Registrations, as well as resident life, health and annuity insurance licenses. Dylan continues to serve as FINRA Arbitrator. He resides in Yardley, Pennsylvania, with his wife Brittany and their daughter, where he enjoys spending time with family, hiking, golfing, skiing, working out, and staying active.