Jean Marie Dillon, MA, CFP®, AFC®

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Specializing in financial counseling and education, Jean Marie empowers those wishing to take control of their financial futures. She guides clients toward obtaining the resources needed to secure their financial well-being. Committed to unbiased, objective advice, Jean Marie has chosen to remain in private practice, unaffiliated with any investment firm.

With over ten years of experience as a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Financial Counselor® for the military, Jean Marie is an expert in debt management, budgeting, wealth building, retirement plans and employee benefits. Adept at investment strategies for individuals not meeting other advisors' minimum requirements, Jean Marie is committed to educating her clients into becoming independent, savvy investors.

Jean Marie holds a Bachelor's degree in Economics from John Carroll University and a Master's degree in Applied Professional Studies (Employer Driven Financial Education) from DePaul University.

My office —

1944 Hendersonville Rd, E-1
Asheville, NC 28803
(773) 404-0153

 

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