Greg Dillon, NSSA® Advisor · Red Bank, NJ

Meet Greg Dillon, Advisor and Founding Partner at OneTeam Financial, LLC, located in the heart of New Jersey. As the Managing Partner and Head of Wealth Management & Retirement Income Planning, Greg is dedicated to crafting tactical retirement strategies that adapt to the evolving lives of his clients. His expertise lies in developing personalized, tax-efficient investment approaches that seamlessly balance growth potential with protection, even in the most complex scenarios. Clients can confidently pursue their financial goals while effectively managing uncertainty.

Greg's impressive background includes a Bachelor of Science in Finance and Accounting from Fairfield University's Honors Program, followed by a career at UBS as an associate director, where he honed his skills in trading fixed income and options. His passion for client-focused financial services led him to co-found OneTeam Financial in 2019, a firm committed to raising the standards of coordinated, holistic financial planning through a team of true specialists.

Greg Dillon has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

Recognized as a respected authority on retirement income, stock options, tax management, and investment management, Greg frequently shares his insights through speaking engagements across New Jersey, including events hosted by the New Jersey Bar Association and CPA societies. His mission to educate extends further through his work with the American Financial Education Alliance (AFEA), where he leads workshops designed to empower community members. His holistic financial planning insights have also been featured in media outlets such as U.S. News & World Report.

With over two decades of experience in financial services, Greg is committed to continuous improvement, holding the prestigious Chartered Financial Analyst (CFA®) designation alongside his Certified Financial Planner (CFP®), Certified Long-term Care Specialist (CLTC®), and National Social Security Advisor (NSSA®) certifications. As an active member of Ed Slott's Master Elite IRA Group and the Estate Planning Council of Central New Jersey, he remains at the forefront of the latest strategies and innovations in the industry.

Originally from Raynham, Massachusetts, Greg now resides in Colts Neck, New Jersey, with his wife, their two daughters, and their dog, Diggie. Outside of his professional endeavors, he enjoys golfing, exercising, and spending quality time at the New Jersey Shore. Additionally, he contributes to his community by serving on the advisory board for Best Buddies New Jersey, advocating for individuals with intellectual and developmental disabilities. If you're looking for a knowledgeable and dedicated financial advisor with proven expertise in Social Security and retirement planning, Greg Dillon is the trusted partner you need.

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