BD

Brad Dillon

Managing Director at Carson Wealth Management Group

Brad Dillon is a seasoned professional in the investment advisory field, currently serving as the Managing Director at Carson Wealth Management Group since January 2015. In this role, Brad provides investment advisory services through CWM, LLC, an SEC Registered Investment Advisor, and contributes to the operations of Carson Partners, a nationwide partnership of advisors. Prior to joining Carson Wealth, Brad was the Senior Wealth Advisor and the CEO and Founder of Dillon Wealth Management from January 2007 to December 2014. Brad holds a Bachelor of Science degree in Political Science from the University of Southern Indiana.

Location

San Rafael, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


Carson Wealth Management Group

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service.


Industries

Employees

51-200

Links