Experience, consistency and family values

Our culture is our family, and our family is our culture. Our team, founded by Sean Dillon in 1986, embodies a remarkable 182 years of collective financial service experience at UBS. We pride ourselves on an blend of extensive experience, unwavering consistency and deep-rooted family values.

We have grown up together, shared life’s milestones, and built a bond stronger than mere professional ties. This familial atmosphere translates into a unique client experience where you are not just a client – but a valued member of our extended family. We hold ourselves accountable to each other and by extension, you. This commitment is a cornerstone of our service, ensuring that we always strive to exceed your expectations.

Get started on your financial plan

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Wealth transfer across generations

Advice for business owners & entrepreneurs

Workplace Wealth Solutions

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

A plan to simplify your financial life

Retirement planning

What will your legacy be?

The good news is, you’re succeeding

Our perspective

UBS Top 5

What you need to know now

Our bi-weekly newsletter gives you insights into what’s top of mind for investors:

$100 trillion+
Rates are rising. Opportunities follow.
UBS Asset Management talks equity
Business Owners - Election game changer?
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Planning for the sale of a closely held business

A road map to help facilitate the process

Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.

Learn more

Advice is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Sean Dillon

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Sean Dillon is a Financial Advisor-Managing Director–Wealth Management in Boston, Massachusetts. He has over 40 years of experience in the wealth management industry, all of which have been spent at UBS.

Dillon leads The Dillon Group, a team of 10 people at UBS that currently oversees approximately $2 billion in client assets as of October 2026. Their mission is to provide customized quality strategies and comprehensive wealth management services to high-net-worth families, with focus in corporate employee financial services and business retirement plans.

Dillon has been named by Forbes’ as a Best-In-State Wealth Advisor (2018 – 2023) and America’s Top Wealth Advisors (2016 – 2023). The Forbes ratings are compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

A second-generation Irish American, Dillon graduated from the College of the Holy Cross in 1983 and resides in Boston, Massachusetts with his wife, Susie. In his free time, he enjoys golfing and spending time with his six grandchildren.
- Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- College of the Holy Cross
One Post Office Square
33rd Floor
Boston, MA 02109

sean.dillon@ubs.com,kevin.dillon@ubs.com

Sean Dillon

One Post Office Square,Boston,MA,02109
Christopher Dillon, CFP, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Chris joined UBS in 2012 and is a Financial Advisor, Managing Director–Wealth Management. As a Certified Financial Planner® professional and Certified Exit Planning Advisor® (CEPA®), he combines extensive investment experience with long term strategic and exit planning to help business owners address complex decisions and see the broader picture. At The Dillon Group, Chris collaborates closely with attorneys, accountants, and philanthropic organizations to optimize and streamline investment, tax, and planning strategies.

Chris guides business owners through thoughtful, tax efficient transitions using UBS’s 3 L’s: Liquidity, Longevity, and Legacy. He helps clients establish confidence around Liquidity, ensuring resources to support their lifestyle and goals following a transaction, and Longevity, so wealth can sustain them and their families over time. His work often extends beyond the transaction, including succession and exit strategy design, ESOP repurchase obligation planning, diversification strategies, and charitable planning to reinforce a lasting Legacy for employees, family, and the causes that matter most.

Chris’s approach is shaped by his experience advising family-owned businesses and his understanding of succession planning, retirement planning, tax strategy, philanthropy, and pre-sale estate planning. Chris and The Dillon Group typically engage entrepreneurs early to fully leverage available resources and maximize outcomes.

Chris earned a B.S. in Finance from the Villanova School of Business and holds the Portfolio Manager designation. He is passionate about mentorship and currently mentors both a Villanova School of Business student and a participant in UBS’s Graduate Training Program. Outside of work, Chris enjoys the Patriots, Celtics, and Villanova Basketball, as well as golfing, surfing, and hiking. He lives in Newport Beach, CA, with his wife, Michelle, and their children, Teddy, Daisy, and Ryan.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Financial Planning Top 40 Financial Advisors Under 40, 2023, 2024, 2025, 2026The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Chairman’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Villanova School of Business, B.S Finance, Minor in Business Law
- CERTIFIED FINANCIAL PLANNER
- California Insurance License #: 4252666
- NMLS #: 1914986
- Certified Exit Planner Advisor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

christopher.dillon@ubs.com

Christopher Dillon, CFP, CEPA

888 San Clemente Drive,Newport Beach,CA,92660
Kevin Dillon, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Kevin joined UBS Wealth Management in 2017 and is a partner with The Dillon Group. He focuses on advising business owners, executives, and high net worth families on complex financial matters, helping them align their investments, estate planning, lending, insurance, and
tax-aware wealth strategies with their long-term goals.

As both a Certified Financial Planner® professional and Certified Exit Planning Advisor® (CEPA®), Kevin works closely with business owners navigating succession planning, liquidity events, and the sale or transition of their companies. His planning-first approach helps clients make informed decisions before, during, and after major business and personal milestones.

Before joining UBS, Kevin began his career at FBR Capital Markets as a member of the Institutional Equity Sales team. He graduated from Wake Forest University with a degree in Business Management and a concentration in Finance. He holds the Series 7 and 66 securities licenses, the Accredited Wealth Management AdvisorTM (AWMA®) designation, and life, accident, and health insurance licenses.

Kevin lives in Cohasset, Massachusetts, with his wife, Maddy, and their three daughters, Georgia, Eloise, and Jane. Outside of work, he enjoys fly-fishing, golf, and spending time with his family.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Wake Forest University: 2012 - 2016
- St. Sebastians School: 2008 - 2012
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
1 Post Office Sq
34th Fl
Boston, MA 02109

kevin.dillon@ubs.com

Kevin Dillon, CFP®

1 Post Office Sq,Boston,MA,02109
Derek Brown, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Derek Brown, CFP®, advises successful individuals, families, and business owners on the stewardship of their wealth. With more than 13 years of industry experience, he focuses on developing integrated wealth strategies that align investment management, retirement planning, risk mitigation, and estate planning objectives.

Derek’s philosophy is rooted in the belief that effective wealth management begins with understanding what matters most to each client. Through thoughtful planning and ongoing guidance, he helps clients navigate complex financial decisions while maintaining a disciplined focus on their long-term goals.

A graduate of Northeastern University with a degree in Finance, Derek is also a Certified Financial Planner® professional. His CFP® designation reflects his commitment to delivering comprehensive advice and maintaining the highest standards of professional excellence.

Derek lives in Hingham, MA with his wife Lauren and their three children. He enjoys traveling with his family and spending time on the golf course.
- Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Northeastern University, B.S. Finance
- CERTIFIED FINANCIAL PLANNER
One Post Office Square
35th floor
Boston, MA 02109

derek.brown@ubs.com

Derek Brown, CFP

One Post Office Square,Boston,MA,02109
Mark Ferris, CFP, CEPA

Investment Associate

CERTIFIED FINANCIAL PLANNER
View bio
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- IN
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NV
- NY
- OR
- PA
- RI
- TN
- TX
- UT
- VA
- VT
- WA
For Mark, financial planning is about more than investments. It starts with understanding what matters most to each client, where they want to go, and bringing together the right people and strategies to help them get there.

Mark began his career with PaineWebber, now UBS, in 1998 and has spent close to 30 years helping individuals and families navigate their financial lives. He earned a Bachelor of Science in Finance with a minor in Mathematics from Bentley University in 1999, followed by a Master of Science in Finance in 2005.

As a Certified Financial Planner® professional, Mark brings extensive experience and a highly personalized approach to each client relationship. He also maintains NMLS registration and Life, Accident and Health insurance licenses. Mark works with high-net-worth individuals and families to develop customized financial plans and strategies designed around their goals. Because complex financial decisions often involve more than one area of expertise, he regularly works alongside clients’ attorneys, accountants, and philanthropic organizations to help bring the different pieces of their financial lives together.

As a Certified Exit Planning Advisor (CEPA®), Mark also works with family-owned business leaders and corporate executives, helping them connect important business decisions with their personal financial goals and long-term plans.

Outside of work, Mark lives in Weston, Massachusetts, with his wife, Kristen, their three children, Eva, Anna, and George, and their two dogs. He serves on the boards of the Weston Soccer Club and Boston Bolts and spends much of his free time coaching and supporting his children in their various sports. When he’s not on the sidelines, Mark enjoys golf, soccer, and traveling to new intriguing destinations with family and friends.
- Bentley College, B.S.
- Bentley College, M.A. Finance
- CERTIFIED FINANCIAL PLANNER
- Corporate Stock Benefit Consultant
- NMLS #1845119
- Massachusetts Insurance License #1903885
- Certified Exit Planner Advisor
55 William Street
3rd Floor
Wellesley, MA 02481

mark.ferris@ubs.com

Mark Ferris, CFP, CEPA

55 William Street,Wellesley,MA,02481
Christopher Sylvia

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- VA
- VT
- WA
Chris has been with UBS and The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He focuses on client trading and alternative investment solutions. He is also closely involved with proactively reviewing portfolio strategy*, account performance/reporting and presenting investment solutions tailored to client’s individual needs.

Chris graduated from the University of Miami with a Bachelor of Business Administration in finance. He holds his Series 7 and Series 66 licenses. Chris lives in Middleton, MA with his wife Katie and their children Luke and Layla. He enjoys traveling to the next great golf location, yoga and spending quality time with family and friends.
- University of Miami, B.B.A. Finance
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

christopher.sylvia@ubs.com

Christopher Sylvia

8 Essex Center Drive,Peabody,MA,01960

Michele D'Ambrosio

Team Administrator
View bio
With 30 years of experience in the financial industry, Michele has dedicated the past 25 years to UBS and The Dillon Group. With a commitment to client service, Michele is passionate about earning clients’ trust through unwavering dedication and teamwork.

Residing in Beverly, Michele enjoys spending quality time with her daughter, Emily, and two beloved Golden Retrievers, Duke and Harry.
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

michele.dambrosio@ubs.com

Michele D'Ambrosio

8 Essex Center Drive,Peabody,MA,01960
Maylese Leyva

Client Associate
View bio
Maylese began her career at UBS in 2005, where she served as Assistant Operations Manager at the Boston branch for three years. She then brought her experience to The Dillon Group, where she continues to seek to provide operational excellence. Maylese finds great fulfillment in helping clients solve financial challenges and cherishes the relationship-building aspect of her work.

Maylese graduated from Springfield College with a Bachelor of Arts degree. She currently resides in Woburn, MA with her husband, Paul, and their three dogs. In her free time, Maylese enjoys traveling, gardening, and cooking.
- Springfield College, B.A. Disability Studies
Home Worker MA
Home Worker MA, MA 000

maylese.leyva@ubs.com

Maylese Leyva

Home Worker MA,Home Worker MA,MA,000
Jacqueline King

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- VA
- VT
- WA
Jackie joined UBS and The Dillon Group in 2024 after beginning her financial services career at Merrill Lynch in 2021 as a Client Associate. She holds the FINRA Series 7 and 66 registrations and earned her degree in Business Administration, with a focus in Finance, from the University of New Hampshire in 2019.

Jackie is passionate about building meaningful client relationships and helping others. Outside of work, she enjoys working out, traveling, and spending time with her husband, Darius, and their dog, Luca. They reside in Wellfleet, Massachusetts.
One Post Office Square
35th floor
Boston, MA 02109

jacqueline.king@ubs.com

Jacqueline King

One Post Office Square,Boston,MA,02109
Jonathan Hofmann

Registered Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Jon joined UBS and the Dillon Group in 2024 as a summer intern before transitioning to a Client Service Associate in 2025. He graduated cum laude from the College of the Holy Cross in 2025 with an Honors Bachelor of Arts in Economics, where he also served as captain of the rugby team.

Jon supports the team’s investment management and financial planning efforts, with a focus on providing clients with a seamless and attentive service experience. He holds the FINRA Series 7 and 66 registrations, as well as the Securities Industry Essentials (SIE) certification. Outside of work, Jon enjoys golfing, working out, and staying active.
One Post Office Square
35th floor
Boston, MA 02109

jonathan.hofmann@ubs.com

Jonathan Hofmann

One Post Office Square,Boston,MA,02109

Sean Dillon

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Sean Dillon is a Financial Advisor-Managing Director–Wealth Management in Boston, Massachusetts. He has over 40 years of experience in the wealth management industry, all of which have been spent at UBS.

Dillon leads The Dillon Group, a team of 10 people at UBS that currently oversees approximately $2 billion in client assets as of October 2026. Their mission is to provide customized quality strategies and comprehensive wealth management services to high-net-worth families, with focus in corporate employee financial services and business retirement plans.

Dillon has been named by Forbes’ as a Best-In-State Wealth Advisor (2018 – 2023) and America’s Top Wealth Advisors (2016 – 2023). The Forbes ratings are compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

A second-generation Irish American, Dillon graduated from the College of the Holy Cross in 1983 and resides in Boston, Massachusetts with his wife, Susie. In his free time, he enjoys golfing and spending time with his six grandchildren.
- Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- College of the Holy Cross
One Post Office Square
33rd Floor
Boston, MA 02109

sean.dillon@ubs.com,kevin.dillon@ubs.com

Sean Dillon

One Post Office Square,Boston,MA,02109
Christopher Dillon, CFP, CEPA

Managing Director–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WY
Chris joined UBS in 2012 and is a Financial Advisor, Managing Director–Wealth Management. As a Certified Financial Planner® professional and Certified Exit Planning Advisor® (CEPA®), he combines extensive investment experience with long term strategic and exit planning to help business owners address complex decisions and see the broader picture. At The Dillon Group, Chris collaborates closely with attorneys, accountants, and philanthropic organizations to optimize and streamline investment, tax, and planning strategies.

Chris guides business owners through thoughtful, tax efficient transitions using UBS’s 3 L’s: Liquidity, Longevity, and Legacy. He helps clients establish confidence around Liquidity, ensuring resources to support their lifestyle and goals following a transaction, and Longevity, so wealth can sustain them and their families over time. His work often extends beyond the transaction, including succession and exit strategy design, ESOP repurchase obligation planning, diversification strategies, and charitable planning to reinforce a lasting Legacy for employees, family, and the causes that matter most.

Chris’s approach is shaped by his experience advising family-owned businesses and his understanding of succession planning, retirement planning, tax strategy, philanthropy, and pre-sale estate planning. Chris and The Dillon Group typically engage entrepreneurs early to fully leverage available resources and maximize outcomes.

Chris earned a B.S. in Finance from the Villanova School of Business and holds the Portfolio Manager designation. He is passionate about mentorship and currently mentors both a Villanova School of Business student and a participant in UBS’s Graduate Training Program. Outside of work, Chris enjoys the Patriots, Celtics, and Villanova Basketball, as well as golfing, surfing, and hiking. He lives in Newport Beach, CA, with his wife, Michelle, and their children, Teddy, Daisy, and Ryan.
- Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
- Financial Planning Top 40 Financial Advisors Under 40, 2023, 2024, 2025, 2026The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Chairman’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- UBS Wealth Management Pinnacle Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Villanova School of Business, B.S Finance, Minor in Business Law
- CERTIFIED FINANCIAL PLANNER
- California Insurance License #: 4252666
- NMLS #: 1914986
- Certified Exit Planner Advisor
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

christopher.dillon@ubs.com

Christopher Dillon, CFP, CEPA

888 San Clemente Drive,Newport Beach,CA,92660
Kevin Dillon, CFP®

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MT
- NC
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
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Kevin joined UBS Wealth Management in 2017 and is a partner with The Dillon Group. He focuses on advising business owners, executives, and high net worth families on complex financial matters, helping them align their investments, estate planning, lending, insurance, and
tax-aware wealth strategies with their long-term goals.

As both a Certified Financial Planner® professional and Certified Exit Planning Advisor® (CEPA®), Kevin works closely with business owners navigating succession planning, liquidity events, and the sale or transition of their companies. His planning-first approach helps clients make informed decisions before, during, and after major business and personal milestones.

Before joining UBS, Kevin began his career at FBR Capital Markets as a member of the Institutional Equity Sales team. He graduated from Wake Forest University with a degree in Business Management and a concentration in Finance. He holds the Series 7 and 66 securities licenses, the Accredited Wealth Management AdvisorTM (AWMA®) designation, and life, accident, and health insurance licenses.

Kevin lives in Cohasset, Massachusetts, with his wife, Maddy, and their three daughters, Georgia, Eloise, and Jane. Outside of work, he enjoys fly-fishing, golf, and spending time with his family.
- Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Wake Forest University: 2012 - 2016
- St. Sebastians School: 2008 - 2012
- CERTIFIED FINANCIAL PLANNER
- Accredited Wealth Management Advisor
- Certified Exit Planning Advisor
1 Post Office Sq
34th Fl
Boston, MA 02109

kevin.dillon@ubs.com

Kevin Dillon, CFP®

1 Post Office Sq,Boston,MA,02109
Derek Brown, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
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Derek Brown, CFP®, advises successful individuals, families, and business owners on the stewardship of their wealth. With more than 13 years of industry experience, he focuses on developing integrated wealth strategies that align investment management, retirement planning, risk mitigation, and estate planning objectives.

Derek’s philosophy is rooted in the belief that effective wealth management begins with understanding what matters most to each client. Through thoughtful planning and ongoing guidance, he helps clients navigate complex financial decisions while maintaining a disciplined focus on their long-term goals.

A graduate of Northeastern University with a degree in Finance, Derek is also a Certified Financial Planner® professional. His CFP® designation reflects his commitment to delivering comprehensive advice and maintaining the highest standards of professional excellence.

Derek lives in Hingham, MA with his wife Lauren and their three children. He enjoys traveling with his family and spending time on the golf course.
- Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
- Forbes Top Wealth Management Teams & Forbes Top Private Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
- UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
- Northeastern University, B.S. Finance
- CERTIFIED FINANCIAL PLANNER
One Post Office Square
35th floor
Boston, MA 02109

derek.brown@ubs.com

Derek Brown, CFP

One Post Office Square,Boston,MA,02109
Mark Ferris, CFP, CEPA

Investment Associate

CERTIFIED FINANCIAL PLANNER
View bio
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For Mark, financial planning is about more than investments. It starts with understanding what matters most to each client, where they want to go, and bringing together the right people and strategies to help them get there.

Mark began his career with PaineWebber, now UBS, in 1998 and has spent close to 30 years helping individuals and families navigate their financial lives. He earned a Bachelor of Science in Finance with a minor in Mathematics from Bentley University in 1999, followed by a Master of Science in Finance in 2005.

As a Certified Financial Planner® professional, Mark brings extensive experience and a highly personalized approach to each client relationship. He also maintains NMLS registration and Life, Accident and Health insurance licenses. Mark works with high-net-worth individuals and families to develop customized financial plans and strategies designed around their goals. Because complex financial decisions often involve more than one area of expertise, he regularly works alongside clients’ attorneys, accountants, and philanthropic organizations to help bring the different pieces of their financial lives together.

As a Certified Exit Planning Advisor (CEPA®), Mark also works with family-owned business leaders and corporate executives, helping them connect important business decisions with their personal financial goals and long-term plans.

Outside of work, Mark lives in Weston, Massachusetts, with his wife, Kristen, their three children, Eva, Anna, and George, and their two dogs. He serves on the boards of the Weston Soccer Club and Boston Bolts and spends much of his free time coaching and supporting his children in their various sports. When he’s not on the sidelines, Mark enjoys golf, soccer, and traveling to new intriguing destinations with family and friends.
- Bentley College, B.S.
- Bentley College, M.A. Finance
- CERTIFIED FINANCIAL PLANNER
- Corporate Stock Benefit Consultant
- NMLS #1845119
- Massachusetts Insurance License #1903885
- Certified Exit Planner Advisor
55 William Street
3rd Floor
Wellesley, MA 02481

mark.ferris@ubs.com

Mark Ferris, CFP, CEPA

55 William Street,Wellesley,MA,02481
Christopher Sylvia

Senior Wealth Strategy Associate
View bio
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Chris has been with UBS and The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He focuses on client trading and alternative investment solutions. He is also closely involved with proactively reviewing portfolio strategy*, account performance/reporting and presenting investment solutions tailored to client’s individual needs.

Chris graduated from the University of Miami with a Bachelor of Business Administration in finance. He holds his Series 7 and Series 66 licenses. Chris lives in Middleton, MA with his wife Katie and their children Luke and Layla. He enjoys traveling to the next great golf location, yoga and spending quality time with family and friends.
- University of Miami, B.B.A. Finance
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

christopher.sylvia@ubs.com

Christopher Sylvia

8 Essex Center Drive,Peabody,MA,01960
Michele D'Ambrosio

Team Administrator
View bio
With 30 years of experience in the financial industry, Michele has dedicated the past 25 years to UBS and The Dillon Group. With a commitment to client service, Michele is passionate about earning clients’ trust through unwavering dedication and teamwork.

Residing in Beverly, Michele enjoys spending quality time with her daughter, Emily, and two beloved Golden Retrievers, Duke and Harry.
8 Essex Center Drive
2nd Floor
Peabody, MA 01960

michele.dambrosio@ubs.com

Michele D'Ambrosio

8 Essex Center Drive,Peabody,MA,01960
Maylese Leyva

Client Associate
View bio
Maylese began her career at UBS in 2005, where she served as Assistant Operations Manager at the Boston branch for three years. She then brought her experience to The Dillon Group, where she continues to seek to provide operational excellence. Maylese finds great fulfillment in helping clients solve financial challenges and cherishes the relationship-building aspect of her work.

Maylese graduated from Springfield College with a Bachelor of Arts degree. She currently resides in Woburn, MA with her husband, Paul, and their three dogs. In her free time, Maylese enjoys traveling, gardening, and cooking.
- Springfield College, B.A. Disability Studies
Home Worker MA
Home Worker MA, MA 000

maylese.leyva@ubs.com

Maylese Leyva

Home Worker MA,Home Worker MA,MA,000
Jacqueline King

Registered Client Associate
View bio
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Jackie joined UBS and The Dillon Group in 2024 after beginning her financial services career at Merrill Lynch in 2021 as a Client Associate. She holds the FINRA Series 7 and 66 registrations and earned her degree in Business Administration, with a focus in Finance, from the University of New Hampshire in 2019.

Jackie is passionate about building meaningful client relationships and helping others. Outside of work, she enjoys working out, traveling, and spending time with her husband, Darius, and their dog, Luca. They reside in Wellfleet, Massachusetts.
One Post Office Square
35th floor
Boston, MA 02109

jacqueline.king@ubs.com

Jacqueline King

One Post Office Square,Boston,MA,02109
Jonathan Hofmann

Registered Client Associate
View bio
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Jon joined UBS and the Dillon Group in 2024 as a summer intern before transitioning to a Client Service Associate in 2025. He graduated cum laude from the College of the Holy Cross in 2025 with an Honors Bachelor of Arts in Economics, where he also served as captain of the rugby team.

Jon supports the team’s investment management and financial planning efforts, with a focus on providing clients with a seamless and attentive service experience. He holds the FINRA Series 7 and 66 registrations, as well as the Securities Industry Essentials (SIE) certification. Outside of work, Jon enjoys golfing, working out, and staying active.
One Post Office Square
35th floor
Boston, MA 02109

jonathan.hofmann@ubs.com

Jonathan Hofmann

One Post Office Square,Boston,MA,02109

The proof is in our numbers

2 Billion

Assets under management

As of 07/31/2024

Years in business as a team

10 person

seasoned team

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$7 trn

UBS Group invested assets
As of 12/31/2025

Global leader

UBS is a leading and truly global wealth manager

51 countries

Our global footprint

Experience, consistency and family values

The Dillon Group

A focus on personalized access and service

Wealth transfer across generations

Advice for business owners & entrepreneurs

Workplace Wealth Solutions

Connecting you to the deep resources of UBS

A plan to simplify your financial life

Retirement planning

What will your legacy be?

The good news is, you’re succeeding

Our perspective

UBS Top 5

Planning for the sale of a closely held business

Advice is our craft

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Pursuing your goals together

Sean Dillon

Christopher Dillon, CFP, CEPA

Kevin Dillon, CFP®

Derek Brown, CFP

Mark Ferris, CFP, CEPA

Christopher Sylvia

Michele D'Ambrosio

Maylese Leyva

Jacqueline King

Jonathan Hofmann