Jessica Dillon - Grinnell State Bank

Jessica Dillon | CPWA®

VP | Financial Planner & Wealth Advisor

Jessica is a Certified Private Wealth Advisor® with 20 years of investment management experience. She serves families by providing highly customized financial plans & investment advisory services and her CPWA designation broadens her expertise into more complex planning areas such as tax planning, charitable strategies, and wealth transfer. Jessica loves the challenge of connecting the dots in a client’s financial life to maximize their financial future.

EDUCATION & EXPERIENCE

Bachelor of Business Administration, Finance – University of Iowa
Certified Private Wealth Advisor® designation – Investments & Wealth Institute, in conjunction with U of Chicago Booth School of Business
Interest Rates Derivatives Trading – Wells Fargo, San Francisco
Fixed Income Trading– Federal Home Loan Bank of Des Moines
Sr. Investment Analyst – Grinnell College Endowment

COMMUNITY & PROFESSIONAL INVOLVEMENT

GRMC UnityPoint Foundation board member
Greater Poweshiek Community Foundation Investment Committee (Board Past-President)
Grinnell Chamber of Commerce
Central Iowa Christian School board member

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