Sean began his Wall Street career after graduating from the College of the Holy Cross in 1983. He moved to Boston and joined PaineWebber, now UBS, and has been at the firm ever since. After 30 years in the wealth management business, Sean is confident that he and his team make a significant difference in their clients’ lives. Not surprisingly, Sean has earned industry recognition as Forbes/SHOOK America's Top 250 Wealth Advisors 2016, 2017, 2018, 2019. 

More than a Financial Advisor, Sean sees his role as a hardworking family advocate. He loves sports and competing—and he loves to win. So whether it’s playing golf with friends or helping clients achieve their goals and objectives, Sean and his team strive to achieve the most successful outcome. He has extensive experience in offering a variety of wealth management and planning-based services for high net worth families, but also offers specialized expertise in corporate employee financial services and business retirement plans. Sean is passionate about education—he is active in his college alumni association and his children’s former schools. He sits on the boards of Wellesley Education Foundation and the Autism Society of America, and co-founder of the Grit and Grace Foundation at Noble and Greenough School. Sean resides in Boston, Massachusetts, with his wife Susie. He has three children: Chris and Kevin who are members of the Dillon Group, and Lauren, who is the Assistant Womens Basketball Coach for Princeton University. He enjoys golf, reading, hot yoga, and attending his daughters basketball games. 

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Mark began his career at PaineWebber in 1998 and has been with The Dillon Group ever since. Mark focuses on financial planning, tactical asset allocation and operations management. Mark has successfully met the rigorous professional standards and requirements of the CFP® Board. As a Certified Financial Planner™ professional, he has studied investment retirement planning, insurance planning and risk management, estate and income tax planning and employee benefits. He graduated from Bentley College with both a B.S. and M.A. in finance and is also licensed for life, accident and health insurance.

Mark resides in Weston, Massachusetts with his wife, Kristen, and three children, Eva, Anna and George. He enjoys balancing fatherhood with business. When he has downtime, Mark enjoys reading, running, soccer and golf.

Registered States:
AZ, CA, CT, FL, KS, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, RI, TN, TX

Chris joined UBS in 2014 as a member of the Wealth Management Americas Graduate Training Program. He went on to serve UBS as a Wealth Planning Analyst before joining a preeminent UBS wealth management team in New York. Chris then moved back to Boston and joined The Dillon Group in 2018. Chris specializes in investment research and financial planning for the team. He holds the Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Chris is a graduate of the Villanova School of Business with a B.S. in Finance and a Minor in Business Law.

Chris resides in Boston's Seaport District and loves basketball, golfing, reading, running and traveling.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Derek has worked in the investment services industry since he joined The Dillon Group in 2013. He focuses on personalized financial planning and risk management for the team’s high net worth clients and their families. Another area where he concentrates his efforts is working closely with company’s 401(k) plans and their participants. Derek earned a B.S. in finance from Northeastern University in Boston and holds his Series 7 and Series 66, as well as licenses for life and long-term care insurance and variable annuities.

Derek currently resides in Dedham with his wife and enjoys golfing and traveling in his spare time.

Registered States:
CA, CO, CT, DC, FL, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, WA

Chris has been with The Dillon Group since 2008 after spending a year at State Street Corporation working on their mutual fund sales desk. He serves as the team’s head trader and focuses on wealth planning within the group. He is also closely involved with business development, looking for proactive strategies to expand the practice.

Chris graduated from the University of Miami with a Bachelor of Business Administration in finance. He holds his Series 7 and Series 66 licenses. Chris lives in South Boston and actively pursues golf, basketball, swimming and volunteering for local charities.

Registered States:
CT, FL, IL, MA, NC, NH, NJ, NY, PA, RI

Kevin joined The Dillon Group in 2020. Prior to that, Kevin completed The Wealth Planning Associate Program at UBS, a structured 24-month development program that consists of rigorous proprietary training and in depth financial planning to high-net-worth clients. Before that, Kevin spent two years working at FBR Capital Markets on the Institutional Equity Sales Team. Kevin graduated from Wake Forest University majoring in Business and Enterprise Management.  He is a CERTIFIED FINANCIAL PLANNER™, Accredited Wealth Management Advisor^SM, and holds his Series 7 and 66 licenses. 

Kevin resides in South Boston with his fiancé Maddy, and enjoys fishing, golf, and travel.

Registered States:
MA

Michele entered the financial services industry 19 years ago in the operations area, and has been with UBS for 14 years. Her experience working in both sides of the business has enabled her to understand what client service is all about. She defines her role within the team, not only as a troubleshooter for any client concerns but also as a relationship builder. Michele is very passionate about earning clients’ trust through teamwork and commitment. Her favorite part of the business is being able to watch clients go through their various stages of life, helping them accomplish financial goals.

Maylese joined UBS in 2005. She was assistant operations manager at the Boston branch for three years before joining The Dillon Group, where she continues to provide operational expertise to the team. She enjoys her role helping clients solve financial problems, but more importantly, enjoys the relationship building aspect of her work. Being part of a strong, supportive team is also important to Maylese. She played team sports her whole life, which has contributed to her positive work ethic of setting goals, being efficient and being a team player.

Maylese graduated from Springfield College with a B.A. in disability studies. The youngest of three children in a close family, she lives in South Boston, where she enjoys community service and volunteering.