Tonia Dillon
View FINRA BrokerCheck informationContact us

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.

Start the planning conversation
Adult couple on cell phone

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

Tonia Dillon

Education

  • Bachelors of Science in Economics, Rutgers University

Credentials

  • Portfolio Manager

Tonia Dillon

Retirement planning
Estate planning strategies
Legacy planning
Retirement Plan consulting
401(k) plan services
Asset allocation

Tonia Dillon

One Jericho Plaza
Suite 205
Jericho, NY 11753

Email Me

tonia.dillon@ubs.com
Tonia Dillon
One Jericho Plaza,Jericho,NY,11753

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

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
  • (516) 745-8810

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

© UBS 1998-2024. All rights reserved.