An experienced and committed team

Sean Dillon, of The Dillon Group is the Managing Director, Senior Portfolio Manager at UBS Financial Services. He has been in the wealth management industry for 35 years, and manages over $2 billion dollars in assets from his office in Boston, Massachusetts.

Our team is committed to simplifying your financial life.

Our core business is focused on retirement planning for corporate executives, business owners, and high net worth individuals and their families. We manage client portfolios by developing asset allocation strategies using an array of different products, which include equities, fixed income, structured products, exchange-traded funds, and alternative investments. Clients experience ongoing communication and a high degree of personalized service.

Providing comprehensive wealth management planning requires a team of experienced financial planning professionals. Clients rely on our trusted and proactive client service team for a host of financial and administrative needs. We work closely together to offer the kind of personal service you would expect from a family office.

Sean Dillon

Managing Director–Wealth Management

Financial Advisor

Sean began his Wall Street career after graduating from the College of the Holy Cross in 1983. He moved to Boston and joined PaineWebber, now UBS, and has been at the firm ever since. After 30 years in the wealth management business, Sean is confident that he and his team make a significant difference in their clients’ lives.

More than a Financial Advisor, Sean sees his role as a hardworking family advocate. He loves sports and competing—and he loves to win. So whether it’s playing golf with friends or helping clients achieve their goals and objectives, Sean and his team strive to achieve a successful outcome. He has extensive experience in offering a variety of wealth management and planning-based services for high net worth families, but also offers service for corporate employee financial services and business retirement plans. Sean is passionate about education—he is active in his college alumni association and his children’s former schools. He is the co-founder of the Grit and Grace Foundation at Noble and Greenough School. Sean resides in Boston, Massachusetts, with his wife Susie. He has three children: Chris and Kevin who are members of the Dillon Group, and Lauren, who is the Assistant Womens Basketball Coach for Princeton University. He enjoys golf, reading, hot yoga, and attending his daughters basketball games. 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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.
  • 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, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • College of the Holy Cross
One Post Office Square
35th floor
Boston, MA 02109

Email Me

sean.dillon@ubs.com,kevin.dillon@ubs.com
Sean Dillon
One Post Office Square,Boston,MA,02109

Christopher Dillon, CFP

Managing Director–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Chris is a graduate of the Villanova School of Business, earning his B.S. in Finance with a minor in Business Law. Joining UBS in 2012, Chris started as an intern and has been at UBS ever since. Chris then was as a Wealth Planning Analyst prior to joining one of the preeminent UBS Wealth Management Teams in New York City. In 2018, Chris had the opportunity to re-locate back to Boston when he joined the Dillon Group.

Chris is a First Vice President-Wealth Management at UBS, has earned his Portfolio Manager designation at UBS, and is a CERTIFIED FINANCIAL PLANNER™ professional for The Dillon Group. 

Chris combines investment expertise with long-term strategic planning which allows Chris to see the big picture for his clients while also being able to answer the difficult questions. At the Dillon Group, Chris helps to create a "Financial Team" for his clients where they work in-tandem with attorneys, accountants, and philanthropic organizations, to optimize and streamline their investments and planning.

Chris works intimately with multi-generational families on exit strategy planning for family-owned businesses. As a Financial Advisor in a family business, Chris understands the deep importance of succession planning, retirement planning, tax considerations, philanthropy, and the pre-sale estate planning process. Chris, and the rest of The Dillon Group, typically get involved early in the process to best utilize all their resources.

Chris spends his downtime watching the Patriots, Celtics, Villanova Basketball, golfing, surfing, and going on hikes. Chris splits his time between Boston, MA and Newport Beach, CA with his wife, Michelle, son Teddy, and daughter Daisy.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2023, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Financial Planning Top 40 Financial Advisors Under 40, 2023, 2024The 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, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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.
  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2024The 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, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Villanova School of Business, B.S Finance, Minor in Business Law

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • California Insurance License #: 4252666
  • NMLS #: 1914986
One Post Office Square
35th floor
Boston, MA 02109

Email Me

christopher.dillon@ubs.com
Christopher Dillon, CFP
One Post Office Square,Boston,MA,02109

Derek Brown, CFP

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Derek has worked in the investment services industry since he joined The Dillon Group in 2013. He focuses on personalized financial planning and risk management for the team’s high net worth clients and their families. Another area where he concentrates his efforts is working closely with company’s 401(k) plans and their participants. Derek earned a B.S. in finance from Northeastern University in Boston and holds his Series 7 and Series 66, as well as licenses for life and long-term care insurance and variable annuities.

Derek currently resides in Dedham MA with his wife Lauren, daughter Olivia, and son Mason. He enjoys golfing and traveling in his spare time.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 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.
  • Forbes Best-in-State Wealth Management Teams, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Northeastern University, B.S. Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
One Post Office Square
35th floor
Boston, MA 02109

Email Me

derek.brown@ubs.com
Derek Brown, CFP
One Post Office Square,Boston,MA,02109

Kevin Dillon, CFP®

Senior Wealth Strategy Associate

CERTIFIED FINANCIAL PLANNER™

Kevin joined The Dillon Group in 2020 after spending two years in UBS’s Wealth Planning Associate Program, a structured 24-month development program that consists of rigorous proprietary training and in depth financial planning for advisors with high net worth clients. Prior to that, Kevin spent two years at FBR Capital Markets, working on the institutional equity sales team.


Kevin graduated from Wake Forest University in 2016, majoring in business management with a concentration in finance. He holds the Series 7 and 66 securities licenses, and is a Certified Financial PlannerTM professional and Accredited Wealth Management AdvisorSM. Kevin also holds his life, accident and health insurance licenses.


Kevin resides in Charlestown, MA with his wife Maddy and daughter Georgia. In his spare time, he enjoys fishing, golf and supporting the New England Patriots, the Boston Red Sox and Wake
Forest athletics.

Registered States:
  • CO
  • FL
  • GA
  • IL
  • MA
  • MN
  • NC
  • NH
  • NY
  • PA
  • PR
  • RI
  • SC
  • TX
  • UT
  • VT

Education

  • Wake Forest University: 2012 - 2016
  • St. Sebastians School: 2008 - 2012

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor℠
1 Post Office Sq
34th Fl
Boston, MA 02109

Email Me

kevin.dillon@ubs.com
Kevin Dillon, CFP®
1 Post Office Sq,Boston,MA,02109

Mark Ferris, CFP

Investment Associate

CERTIFIED FINANCIAL PLANNER™

Mark began his career at PaineWebber in 1998 and has been with The Dillon Group ever since. Mark focuses on financial planning, tactical asset allocation and operations management. Mark has successfully met the rigorous professional standards and requirements of the CFP® Board. As a Certified Financial Planner™ professional, he has studied investment retirement planning, insurance planning and risk management, estate and income tax planning and employee benefits. He graduated from Bentley College with both a B.S. and M.A. in finance and is also licensed for life, accident and health insurance.

Mark resides in Weston, Massachusetts with his wife, Kristen, and three children, Eva, Anna and George. He enjoys balancing fatherhood with business. When he has downtime, Mark enjoys reading, running, soccer and golf.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VT

Education

  • Bentley College, B.S.
  • Bentley College, M.A. Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Corporate Stock Benefit Consultant
  • NMLS #1845119
  • Massachusetts Insurance License #1903885
Home Worker MA
Home Worker MA, MA 000

Email Me

mark.ferris@ubs.com
Mark Ferris, CFP
Home Worker MA,Home Worker MA,MA,000

Christopher Sylvia

Senior Wealth Strategy Associate

Chris has been with The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He serves as the team’s head trader and focuses on wealth planning within the group. He is also closely involved with business development, looking for proactive strategies to expand the practice.

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 son Luke. He actively pursues golf, yoga and traveling.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI

Education

  • University of Miami, B.B.A. Finance
Home Worker MA
Home Worker MA, MA 000

Email Me

christopher.sylvia@ubs.com
Christopher Sylvia
Home Worker MA,Home Worker MA,MA,000

Michele D'Ambrosio

Team Administrator

Michele entered the financial services industry 19 years ago in the operations area, and has been with UBS for 14 years. Her experience working in both sides of the business has enabled her to understand what client service is all about. She defines her role within the team, not only as a troubleshooter for any client concerns but also as a relationship builder. Michele is very passionate about earning clients’ trust through teamwork and commitment. Her favorite part of the business is being able to watch clients go through their various stages of life, helping them accomplish financial goals.

Home Worker MA
Home Worker MA, MA 000

Email Me

michele.dambrosio@ubs.com
Michele D'Ambrosio
Home Worker MA,Home Worker MA,MA,000

Maylese Leyva

Client Associate

Maylese joined UBS in 2005. She was assistant operations manager at the Boston branch for three years before joining The Dillon Group, where she continues to provide operational expertise to the team. She enjoys her role helping clients solve financial problems, but more importantly, enjoys the relationship building aspect of her work. Being part of a strong, supportive team is also important to Maylese. She played team sports her whole life, which has contributed to her positive work ethic of setting goals, being efficient and being a team player.

Maylese graduated from Springfield College with a B.A. in disability studies. The youngest of three children in a close family, she lives in Woburn MA, where she enjoys community service and spending time with her dogs.  

Education

  • Springfield College, B.A. Disability Studies
Home Worker MA
Home Worker MA, MA 000

Email Me

maylese.leyva@ubs.com
Maylese Leyva
Home Worker MA,Home Worker MA,MA,000

Jacqueline King

Client Associate

Jackie joined The Dillon Group in 2024. Jackie began her financial services career in 2021 at Merrill Lynch as a Client Associate. She holds the FINRA series 7 and 66 registrations. Jackie graduated from the University of New Hampshire in 2019 with a degree in Business Administration with a focus in Finance. She enjoys building client relationships and helping others. In her spare time, she enjoys working out, traveling and spending time with her dog.

Registered States:
  • MA
  • TX
One Post Office Square
35th floor
Boston, MA 02109

Email Me

jacqueline.king@ubs.com
Jacqueline King
One Post Office Square,Boston,MA,02109