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® 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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