Jessica Dillon | CPWA®

VP | Financial Planner & Wealth Advisor

Jessica Dillon

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® CertificationInvestments & Wealth Institute and U of Chicago Booth School of Business
  • Trader roles – Wells Fargo San Francisco & Federal Home Loan Bank of Des Moines
  • Senior Analyst – Grinnell College Office of Investments

COMMUNITY & PROFESSIONAL INVOLVEMENT

  • GRMC UnityPoint Foundation
  • Mayflower Homes Trustee
  • Grinnell Chamber of Commerce
  • Greater Poweshiek Community Foundation Investment Committee (& Board Past-President)

“Wealth is not about having a lot of money, it’s about having the freedom to make choices and to contribute to what is most meaningful in your life”

Check out the background of our investment professionals on FINRA’s BrokerCheck.

Connect with JESSICA OR GIVE HER A CALL

You are advised to not include sensitive or confidential information (i.e. Social Security #, account #’s or pass code ID information etc.) within any “unencrypted” email communication.

  • 100% Privacy Guaranteed. We will never sell your info.