Diane L. Dillon

Diane Dillon is the key point of contact for a client account and transaction inquiries as well as all client relationships for the Peabody office. She is a Financial Paraplanner Qualified Professional and brings with her over 30 years of experience working in the financial services industry.

Diane works closely with Dakota clients to address complex service questions and provide planning assistance. She also assists the Dakota team with investment monitoring and account trading as well as portfolio reviews and requests. Diane is a people person who genuinely enjoys getting to know clients and receives great satisfaction from working with people to help them accomplish their goals.

Diane’s career in financial services began at Merrill Lynch, where she spent 16 years working on both the retail and the operational sides of the business.

After relocating to Massachusetts from Colorado, Diane accepted a position with Provident Financial Advisors as the client service manager and became an integral member of the team that grew and eventually transitioned this practice to an independent RIA. In addition to servicing clients and providing planning assistance, Diane was the chief compliance liaison and managed operations and trading for the firm.

Diane enjoys traveling, cooking, and entertaining family and friends in her home on the North Shore of Massachusetts.