Client Service Associate
Hometown: Melrose, MA
Dillon grew up in Melrose, MA and graduated from the Peter T. Paul School of Business and Economics at the University of New Hampshire in 2016. While in college, Dillon interned for a team of financial advisors at Morgan Stanley on State Street. After graduating, he moved to Los Angeles where he became an Executive Assistant at Universal Music Group. Almost 2 years later, Dillon felt satisfied with his music industry obsession and re-entered the financial world. He worked for 6 months as Executive Assistant to the CEO of BlockHold Capital, a blockchain focused investment firm with over $1B in AUM. Most recently, Healy moved back to Boston and accepted a Client Service Associate position with oXYGen Financial.
Are you an early bird or a night owl?
What would the title of your autobiography be?
The Quarantine Diaries
If you could only listen to one song for the rest of your life, what would it be?
Dancing in the Moonlight
If you could have the power of teleportation right now, where would you go?
What is the last TV show you binge-watched?
Motto or personal mantra?
What inspires or motivates you to do your job, as it relates to the customer experience?
Learning everyday and seeing strategies match a clients goal.
Are Your Children On The Hook For Your Long Term Care?
Peloton - A Different Kind Of Investment
The SECURE Act Impact On Your Retirement
Estate Planning: Start Now, Not Later
What Are Your Options If You Can't Pay Medical Bills
Accumulate Points While At Home
Is Now A Good Time to Cut the Cord?
Benefit Changes for Your Retirement Plans
The CARES Act
Coronavirus: What To Do If You Get Laid Off From Work
What to do When You Feel Market Whiplash
Personal Finance Tips for Someone on a Fixed Income
What Coronavirus Can Remind Us About Personal Finance
What Now? Assessing Investment Philosophy During a Down Market
4 Rewards Discounts You’re Not Getting
Here’s How Much it Costs to Raise a Child
Background and qualification information is available at FINRA's BrokerCheck website.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.