Joe Dillon, Cfp®
About Joe Dillon, Cfp®
Joe Dillon, CFP®, is a Managing Director at Creative Planning, with a robust background in financial services spanning over two decades. He has held significant roles at various firms, including Curi Capital and CAPTRUST, and possesses expertise in financial planning, asset allocation, and investment strategies.
Work at Creative Planning
Joe Dillon currently serves as Managing Director at Creative Planning, a position he has held since 2023. In this role, he utilizes his extensive experience in financial services to guide clients in achieving their financial goals. His responsibilities include overseeing financial planning strategies and ensuring that clients receive tailored investment advice.
Previous Experience at Curi Capital
Before joining Creative Planning, Joe Dillon worked at Curi Capital as Managing Director from 2018 to 2023. During his five years at Curi Capital, he focused on delivering comprehensive financial solutions and enhancing client relationships in the Raleigh, NC area.
Career at CAPTRUST
Joe Dillon was an Investment Strategist at CAPTRUST from 2013 to 2018. His role involved developing investment strategies and providing insights to clients in the Raleigh-Durham, North Carolina area. He spent five years in this position, contributing to the firm's reputation for investment excellence.
Educational Background
Joe Dillon studied at The American College of Financial Services, where he achieved the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Life Underwriter® designation. He also holds a Bachelor of Arts in Political Science with a focus on International Relations from Ohio University, which he attended from 1999 to 2003.
Expertise in Financial Planning
Joe Dillon possesses strong technical knowledge in asset allocation, investment selection, and due diligence. He has expertise in defined contribution, defined benefit, and nonqualified deferred compensation plans. Additionally, he has comprehensive financial planning skills that encompass insurance planning.