An experienced and committed team

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.