Dylan Plott

Background

About Dylan Plott

I started my journey in financial services in 2016 when I obtained my series 7 and 63 licenses. I spent over 5 years at TD Ameritrade where I became familiar with many aspects of the brokerage industry, eventually becoming specialized in asset transfers and banking services. I am currently part of the Brokerage Solutions team at Carson Group, supporting Carson Wealth and Carson Partner advisors with onboarding and servicing of their brokerage, direct mutual fund, and insurance business. I take pride in being a go-to resource for my peers. I find it rewarding to make complex things easier to understand and leverage my knowledge and experience to educate and encourage others. I strive to provide simple and personalized experiences that strengthen brand loyalty. I recognize the value of education and I enjoy building my knowledge through both study and experience. I am eager to learn and welcome all conversations, connections, and opportunities!