Next-Gen + Best-in-State · rank 10 · Boston, Massachusetts · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (high)
- “CHRISTOPHER S DILLON” — sec_finra_regulatory
- “Chris joined UBS in 2012 and is a Financial Advisor – Managing Director – Wealth Management.” — firm_official
- Parent company — UBS Group AG (high)
- “UBS logo, to home page” — firm_official
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “CHRISTOPHER S DILLON” — sec_finra_regulatory
- Team name — The Dillon Group (high)
- “Our culture is our family, and our family is our culture. Our team, founded by Sean Dillon in 1986, embodies a remarkable 163 years of collective financial service experience at UBS.” — firm_official
- Team size — 10 (high)
- “Pursuing your goals together” — firm_official
- CRD — 6066029 (high)
- “CHRISTOPHER S DILLON” — sec_finra_regulatory
- Years experience — 12 (medium)
- “CHRISTOPHER S DILLON” — sec_finra_regulatory
- “Chris joined UBS in 2012 and is a Financial Advisor – Managing Director – Wealth Management.” — firm_official
- Designations — CFP, other:CEPA (Certified Exit Planning Advisor), other:Portfolio Manager (UBS designation) (high)
- “As a Certified Financial Planner™ and Certified Exit Planning Advisor® (CEPA®) , he combines deep investment experience with long‑term strategic and exit planning to help business owners address complex decisions and see” — firm_official
- “Chris earned a B.S. in Finance from the Villanova School of Business and holds the Portfolio Manager designation.” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “{"rank":15,"firm":"UBS Wealth Management","city":"Boston","state":"Massachusetts","minAccountSize":"$3M","teamAssets":"$1.8B","typicalNetWorth":"$10-100M","typicalHouseholdSize":"$5-50M"}” — forbes_shook
- Account minimum ($M) — 3 (high)
- “{"rank":15,"firm":"UBS Wealth Management","city":"Boston","state":"Massachusetts","minAccountSize":"$3M","teamAssets":"$1.8B","typicalNetWorth":"$10-100M","typicalHouseholdSize":"$5-50M"}” — forbes_shook
- Typical client net worth ($M) — 55 (high)
- “{"rank":15,"firm":"UBS Wealth Management","city":"Boston","state":"Massachusetts","minAccountSize":"$3M","teamAssets":"$1.8B","typicalNetWorth":"$10-100M","typicalHouseholdSize":"$5-50M"}” — forbes_shook
- Client niche — business owners and entrepreneurs planning an exit or succession (high)
- “Chris guides business owners through thoughtful, tax‑efficient transitions using UBS’s 3 L’s: Liquidity, Longevity, and Legacy.” — firm_official
- “Our process takes you from the initial stages of exit or succession planning all the way through the transaction close. We develop a personalized strategy to help manage the proceeds and achieve your future financial goa” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Advice is our craft” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/dillon/ (high)
- “The Dillon Group - Boston, MA | UBS” — firm_official
- Value proposition (verbatim) — Our culture is our family, and our family is our culture. Our team, founded by Sean Dillon in 1986, embodies a remarkable 163 years of collective financial service experience at UBS. We pride ourselves on an unparalleled blend of extensive experience, unwavering consistency and deep-rooted family values. (high)
- “Our culture is our family, and our family is our culture. Our team, founded by Sean Dillon in 1986, embodies a remarkable 163 years of collective financial service experience at UBS. We pride ourselves on an unparalleled” — firm_official
- Differentiators — 163 years of collective financial service experience at UBS, Multigenerational family-run team, founded 1986, where clients are treated as extended family, UBS "3 L's" framework: Liquidity, Longevity and Legacy, Exit/succession planning for business owners from first stage through transaction close, Coordination with clients' attorneys, accountants and philanthropic organizations (high)
- “We have grown up together, shared life’s milestones, and built a bond stronger than mere professional ties. This familial atmosphere translates into a unique client experience where you are not just a client – but a valu” — firm_official
- “At The Dillon Group, Chris collaborates closely with attorneys, accountants, and philanthropic organizations to optimize and streamline investment, tax, and planning strategies.” — firm_official
- Content marketing — occasional (medium)
- “Our perspective UBS Top 5 What you need to know now Our bi-weekly newsletter gives you insights into what’s top of mind for investors: What to know before claiming Social Security Looking under the hood of the US economy” — firm_official
- Has podcast — no (medium)
- “Our perspective UBS Top 5 What you need to know now Our bi-weekly newsletter gives you insights into what’s top of mind for investors:” — firm_official
- Books published — 0 (medium)
- “Chris earned a B.S. in Finance from the Villanova School of Business and holds the Portfolio Manager designation. He is passionate about mentoring and currently mentors a Villanova student and a Graduate Training Program” — firm_official
- Linkedin url — https://www.linkedin.com/in/dillon1-christopher (high)
- Social presence — linkedin_active (medium)
- Press awards — Barron's Top 1,500 Financial Advisors, 2026 (Top 1,200 in 2023, 2024, 2025), Financial Planning Top 40 Financial Advisors Under 40, 2023, 2024, 2025, 2026, UBS Wealth Management Chairman's Council, 2026, UBS Wealth Management Pinnacle Council, 2025 (high)
- “Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025 The Barron's rating is awarded annually in March and is based on information from the prior year Q3. Barron's Top 1,500 Financial Advisors, 2026 The Barron's ratin” — firm_official
- “UBS Wealth Management Chairman’s Council, 2026 UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & polic” — firm_official
Visual brand
- Has distinct logo — no (high)
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- Logo url — https://advisors.ubs.com/dillon/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “” — firm_official
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- Visual brand notes — Standard UBS corporate template: white ground, red accent icons, UBS Semibold sans wordmark. Imagery is warm lifestyle stock — family on a porch, retired couple with surfboards, grandparents with grandchild, business owner outside a cafe. No team-specific visual identity. (high)
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