Ian Dillard, CFP®, CIMA®, ChFC®, CLU®
Login to view DISC.Ian Dillard is a Senior Specialist at CAPTRUST with a strong background in financial planning and analysis. He is a graduate of John Carroll University and holds numerous prestigious certifications, including CFP®, CIMA®, ChFC®, and CLU®, showcasing his deep expertise in the financial services industry.
Outside of his professional life, Ian appears to value camaraderie and team-oriented activities. He enjoys running with colleagues and participating in group events, indicating an appreciation for a positive and collaborative work culture and an active lifestyle.
He holds four significant financial charters: CFP®, CIMA®, ChFC®, and CLU®.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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