Joe Dillin
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Profilo
Mr. Joe Dillin is Senior Financial & Trust Advisor at Parsec Financial Management, Inc.
Prior to joining Parsec Financial Management, Inc. in 2007, Mr. Dillin was employed as a Principal by Wachovia Wealth Management and a Senior Financial & Trust Advisor by Wachovia Trust Co., NA.
Mr. Dillin received his undergraduate degree in Business Administration from Florida State University.
Precedenti posizioni note di Joe Dillin
Società | Posizione | Fine |
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Wachovia Trust Co., NA | Corporate Officer/Principal | 31/12/2006 |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Corporate Officer/Principal | - |
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Gestore di Portafoglio-Azioni | - |
Formazione di Joe Dillin
Florida State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Società collegate
Aziende private | 3 |
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Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
Wachovia Trust Co., NA | Miscellaneous |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
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