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
  • 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:
  • CA
  • CT
  • DE
  • FL
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NY
  • PA
  • RI
  • TN
  • TX
  • UT
  • WV


  • Bachelors of Science in Economics, Rutgers University


  • 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
  • (516) 745-8810

Email Me

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$5.8+ trn

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As of 03/31/2024

51 countries

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