CW Advisors
Sean Dillon, CMT, CFTe is currently the Senior Vice President of Investment Strategy at CW Advisors. Prior to this role, Sean held various positions at Pinnacle Advisory Group, including Chief Investment Strategist, Technical Analyst, and Co-Portfolio Manager, where he was responsible for making investment decisions on Conservative and Ultra Aggressive portfolios. Sean also served as a Portfolio Trader at Pinnacle Advisor Solutions. Before his time at Pinnacle, he worked as a Financial Services Advisor at Merrill Lynch. Sean earned a B.S. in Marketing from Neumann University and attended the University of Richmond - Robins School of Business and The Hill School.
CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.