Greg Dillon
CFA®, CFP®, CLTC®

Founding Partner
Head of Wealth Management
and Retirement Income Planning

Greg Dillon

A founding partner of OneTeam Financial, LLC, with offices in Cranford and Red Bank, New Jersey, Greg leads the wealth management division and works in collaboration with the firm’s specialists in the areas of Social Security, Medicare and long-term care.

Greg works closely with clients to design comprehensive, holistic retirement plans that are financially flexible to optimize wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk.

Upon graduating from the Fairfield University Honors Program with a B.S. in finance and accounting, Greg began his career trading fixed income and options as an associate director at UBS. After seven successful years, Greg transitioned into personal financial services to pursue his passion for working directly with clients to plan for retirement more comfortably and with peace of mind.

In 2010, Greg completed the third level of the CFA program and currently holds the Chartered Financial Analyst® (CFA®) designation. The CFA program is a globally recognized graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry. Additionally, he is a CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Long-term Care Specialist (CLTC®) and a National Social Security AdvisorSM (NSSA®).

Launching OneTeam Financial, LLC, in 2019, Greg and the leadership team have continued to raise the bar for knowledgeable and coordinated, holistic financial planning, delivering a comprehensive service experience to its clients and community.

A frequent speaker at professional conferences, Greg brings a breadth of experiences and a knack of providing clarity to important and complex topics impacting retirement planning and investment strategies. As the president of the Red Bank Chapter of the American Financial Education Alliance (AFEA) he continuously informs and educates adults in our communities.

As a member of the advisory board for Best Buddies New Jersey, Greg works to create opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD).

CERTIFICATIONS/AFFILIATIONS

  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certification in Long-Term Care (CLTC®)
  • National Social Security AdvisorSM (NSSA®)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • CFA Society New York