Dillon Gracey, CFP joined Lido in 2023 as a Senior Wealth Advisor. He serves as the financial quarterback for his clients conducting comprehensive financial planning with due consideration to tax and estate concerns*. Dillon dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and working diligently to help them develop achievable goals, understand their financial choices, and implement strategies that are in their best interest. Previously, he spent nine years with Goldman Sachs where he was a Financial Advisor.
Dillon has a bachelor’s degree in economics from Shippensburg University and is a CERTIFIED FINANCIAL PLANNER™. He is based out of Lido’s Boulder, CO office. In his spare time you can find him running, fishing, reading, or traveling with his wife and two sons.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.