Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Tonia Dillon

Senior Vice President–Wealth Management

Portfolio Manager

Tonia is committed to helping her clients create comprehensive
financial plans to address important priorities. Over the last 30
years, she has put her experience to work for each of her clients, helping
them find the best way forward to pursue the goals that truly matter.


Capabilities to impact your life and wealth

I deliver comprehensive wealth management and focus on these areas:

  • Longevity planning, including retirement income and insurance
    planning
  • Wealth transfer strategies, including inheritance and business
    succession planning
  • Life transition planning for marriage, divorce or loss of a loved one

 

Experience to guide you forward

  • Senior Vice President, Wealth Management, UBS, 2022 – present
  • First Vice President, Investments, Wells Fargo, 2011 – 2022
  • First Vice President, Investments, Morgan Stanley, 2005– 2011
  • Vice President, Investments, UBS 1998 – 2005
  • Financial Advisor, Smith Barney, 1992 – 1998

 

My professional achievements and education 

  • Series 7, 31, 63, 65 securities licenses 
  • Life + Health Insurance Licenses 
  • B.S., Economics, Rutgers University
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Education

  • Bachelors of Science in Economics, Rutgers University

Credentials

  • Portfolio Manager

Retirement planning
Estate planning strategies
Legacy planning
Retirement Plan consulting
401(k) plan services
Asset allocation
One Jericho Plaza
Suite 205
Jericho, NY 11753

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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