Charlie Dillon is an Investment Advisor and has been with M1 Capital Management since 2020.
Charlie graduated from Oakland University in 2017 with a Major in Finance. Shortly after graduating Charlie passed his Series 7, 63 & 65 test, as well as the necessary Insurrance exams in order to become a fullly fledged Financial Advisor. He began his career at Equitable Advisors and worked with a number of educators in local school districts. During this time Charlie became very well acquainted with the laws and regualtions involving Retirement Accounts, Pensions and other wealth building vehicles. However after about a year and a half at Equitable Charlie Found his knowledge base was missing a key Financial Planning Component so he decided to look for opportunity elsewhere where he can learn that skill. That is when Charlie met Ryan Malloch and joined the M1 Capital Team.
Since Charlie has come on-board M1 Capital Management he has learned how to create financial plans for individuals using a number of advanced planning strategies and techniques. Using these Strategies and Techniques Charlie can model his client's future and demonstrate how the income and/or growth strategies he recommends adds Values to his clients before evening considering how to manage the Investments. When It comes to Charlie's Investment Management Philosophy he enjoys finding the balance between growth and income strategies that best serve his clients individual needs using a combination of M1's propietary investment portfolios and and portfolios Charlie has created using industry leading Investment Analysis Software. Not only are Charlie's portfolio allocations are determined using technology but also through an educated understanding of market histroy, trends and economic cycles.
In Charlie's Free time you can typically find him on a golf course, or in the kitchen cooking for his family and friends. He also enjoys going to sporting events, fishing, and trying new restuarants and foods.
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