With over 15 years of back-office industry experience, Dylan is well versed in operations, technology, and creating financial plans for families.
In early 2025, Dylan’s father passed away unexpectedly, having completed zero estate planning. As a result, Dylan and his family faced the added burden of searching for a will while navigating their grief. This experience gave Dylan a clear sense of purpose: helping families prepare for and navigate one of the most challenging times in their lives.
Dylan is an avid sports fan, having actively competed and coached in Basketball and Baseball for over 20 years.
He currently maintains a series 7 and 66 securities registrations in addition to being licensed to sell life insurance.
Dylan currently resides in Medford with his dog Kali.
Dylan Paul Banionis
Financial Advisor