Dillon McGill Email & Phone Number
Vice President @ EP Wealth Advisors
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Dillon McGill Location
- San Luis Obispo, CA, US
Dillon McGill Work
- 2024 -now Vice President @
- 2020 -2024 Wealth Advisor, Shareholder @ Wacker Wealth Partners
- 2019 -2020 Manager, Financial Planning @ Parkside Advisors LLC
- 2018 -2019 Senior Associate, Financial Advisor @ Parkside Advisors LLC
- 2016 -2018 Wealth Manager @ Parkside Advisors LLC
- 2016 -2016 Associate Wealth Manager @ Parkside Advisors LLC
- 2010 -2015 Operations @ Woodland Leishman & Associates
Dillon McGill Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Science
- University of California, Santa Barbara
Professional Certificate (Professional Financial Planning)
- University of California, Santa Barbara
Professional Certificate (Accounting)
Dillon McGill Skills
- Estate Planning
- Team Building
- Social Media
- Public Speaking
- Tax Planning
- Retirement Planning
- Financial Planning
- Verbal Communication
- Data Analysis
- Digital Media
- Team Leadership
- Digital Marketing
- Investment Management
- Asset Allocation
- Client Education
- Online Advertising
- Microsoft Office
- Budgeting
- Microsoft Word
- Microsoft Excel
- Asset Management
- Social Networking
- Training
- Time Management
- Critical Thinking
- Customer Service
- Financial Analysis
- Tax Preparation
- Attention To Detail
- Research
- Problem Solving
- Conflict Resolution
- Organization Skills
- Computer Proficiency
- Adaptability
Dillon McGill Summary
- Dillon McGill, based in San Luis Obispo, CA, US, is currently a Vice President at EP Wealth Advisors. Dillon McGill brings experience from previous roles at Wacker Wealth Partners and Parkside Advisors LLC. Dillon McGill holds a Bachelor of Science @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Estate Planning, Team Building, Social Media, Public Speaking, Tax Planning and more. Dillon McGill has 2 emails on RocketReach.
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