Tonia Dillon - UBS Financial Services Inc. is a wealth management firm located in Jericho, NY. With over 30 years of experience, Tonia Dillon is dedicated to helping clients create comprehensive financial plans to address their priorities and goals. The firm offers a range of services including longevity planning, wealth transfer strategies, and life transition planning.
Tonia Dillon has an extensive background in the financial industry, having held positions at Wells Fargo, Morgan Stanley, and UBS. She is a Senior Vice President and Portfolio Manager at UBS, where she delivers comprehensive wealth management solutions to clients. With a focus on retirement planning, estate planning, and asset allocation, Tonia Dillon provides expertise and guidance to help clients confidently pursue their financial objectives.
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