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    Dillon Vess

    Partner at Elk Mountain Wealth Partners

    Dillon Vess is a Partner at Elk Mountain Wealth Partners (EMWP) and a Registered Principal at Raymond James Financial Services (RJFS).1 He is a Certified Financial Planner™ professional with a diverse background in finance and investment.1

    Career History

    Dillon's professional journey includes:

    • Partner at Elk Mountain Wealth Partners since October 20201
    • Former investment banker at Raymond James Investment Bank, where he worked on over $1 billion in mergers, acquisitions, and initial public offerings1
    • Experience in venture capital and private equity1
    • Brief stint as Chief Financial Officer at Riddle Oil Co., Inc. from April to October 20201

    Education

    Dillon holds impressive academic credentials:

    • MBA with Highest Honors from Vanderbilt University, Owen Graduate School of Management1
    • Bachelor of Science in Business Administration and Political Science, both with Distinction, from the University of North Carolina at Chapel Hill1

    Expertise

    At Elk Mountain Wealth Partners, Dillon focuses on providing comprehensive wealth management services, including:

    • Unfiltered guidance and exceptional service to clients1
    • Private Market Investments1
    • Customized Trading and Lending Solutions for ultra-high net worth and institutional clients1

    Personal Life

    Dillon resides in Weaverville, NC, with his wife Cassie, their sons Ellis and Jack, and their dog Draco.1 He celebrated his son Ellis's third birthday in July 2023.2 Dillon enjoys spending time with family and friends, fishing, golfing, hiking, and supporting the UNC Tar Heels.1

    Community Involvement

    Dillon is actively involved in various community and professional organizations:

    • GracePoint Church Stewardship Team1
    • UNC Kenan-Flagler Business School Board of Mentors1
    • Carolina Angel Network1

    Related Questions

    What are Dillon Vess's main responsibilities at Elk Mountain Wealth Partners?
    How did Dillon Vess transition from investment banking to wealth management?
    What inspired Dillon Vess to pursue a career in finance?
    Can you tell me more about Dillon Vess's experience with venture capital and private equity?
    What are some notable achievements of Dillon Vess in his career?
    Dillon Vess
    Dillon Vess, photo 1
    Dillon Vess, photo 2
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    Location

    Greater Asheville