Mark Dillon

  • CFP®

Executive Vice President & Financial Advisor

“The best interest of the client is the only interest that matters.”

W. Mark Dillon, Certified Financial PlannerTM, is a Vice President with Carroll Financial. A Charlotte native, Mark is a graduate of North Carolina State University with a BA in Business Management. He earned the Certified Financial PlannerTM designation in 1999. Mark and his wife, Adele, have three sons, Reid, Christopher and Mark, Jr.

Mark entered the financial services industry in 1992 with Charlotte-based Interstate/Johnson Lane. He then served as financial advisor to the high net worth clients of Park Meridian Bank, a very successful community bank that was purchased by Regions Bank in 2001. After the purchase, Mark transitioned his clients to Carroll Financial.

Mark specializes in helping the individual investor who is approximately five to ten years from retirement, and working with them throughout their retirement on an on-going basis. During this process, he will complete a detailed retirement plan and investment analysis, consolidate assets for simplicity, and monitor the plan on a continual basis.

Mark has been a special guest on several occasions with NBC/6 news in Charlotte, and has been quoted in Investment Advisor magazine and The Charlotte Observer. During his career, he has also gained practical knowledge in many diverse areas by passing the NC Real Estate exam, as well as the NC Commercial General Contractor’s exam. Mark currently serves on the board of The North Carolina Tennis Association, and is actively involved in the growth of tennis in North Carolina. He is an avid tennis player and golfer, plays the banjo, and also enjoys wood-working.

Mark Dillon's Approach

The best interest of the client is the only interest that matters.

- Mark Dillon

Mark specializes in helping the individual investor who is approximately five to ten years from retirement, and working with them throughout their retirement on an on-going basis. During this process, he will complete a detailed retirement plan and investment analysis, consolidate assets for simplicity and monitor the plan on a continual basis.