Dylan joined Screaming Eagle Wealth Management as our Client Service Associate, bringing several years of experience in the financial services industry. Before joining our team, he worked at Fisher Investments, where he helped clients across the U.S. and internationally navigate account openings, transfers, and other important service needs.
Dylan enjoys building meaningful relationships and believes great client service starts with listening, clear communication, and following through on the little things that make a big difference. At Screaming Eagle, he helps coordinate client meetings, manage account service requests, and ensure our clients enjoy a smooth, personalized experience.
Originally from Georgia and raised in Tampa, Florida, Dylan earned his bachelor’s degree in Integrated Business from the University of Central Florida. After spending time visiting family in California, he decided to make the move west and call Ventura home.
Outside the office, Dylan enjoys hiking, traveling, spending time with his dog, and exploring new restaurants and coffee shops. He’s excited to become part of the Ventura community and get to know the families we serve.