Atlanta

Dylan Greer

CFP®

Wealth Advisor

1370 Center Drive, Suite 202
Atlanta, GA 30338

Dylan Greer
Dylan Greer

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional

About Dylan

As a wealth advisor, Dylan supports existing client relationships and develops new client relationships through the creation and implementation of financial plans and ongoing operational support for the firm. Dylan specializes in working with young professionals, corporate executives, retirees and multigenerational relationships. Prior to joining Buckingham, Dylan worked with two national wealth management firms supporting various ultra-high-net-worth individual and institutional relationships.

Dylan graduated from the University of Georgia with a Bachelor of Business Administration degree in finance from the Terry College of Business. After his studies, he earned his CERTIFIED FINANCIAL PLANNERâ„¢ designation in January 2020.

Dylan currently resides in East Cobb with his wife, Isabella. He is a member of the Georgia Financial Planning Association. During his free time, Dylan enjoys trying new restaurants and supporting his favorite sports teams: The Georgia Bulldogs, Atlanta United FC and the Atlanta Braves.