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Dalton McIlrath

Dalton McIlrath

Financial Planner

Technology / Internet

Jacksonville, Duval

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About Dalton McIlrath:

I believe I would be a strong candidate for the position as my investment experience and personal values align with those of FIS, in addition to my preference to work for an established business within the Jacksonville area. I can relate to an emphasis on serving clients in a Fiduciary capacity and working within a team to help the firm reach its goals. 

Experience

My role primarily involves developing investment performance reporting, trading in client accounts, constructing investment proposals, heading client communications, creating financial plans, client education, among other tasks.

Education

BS in Personal Financial Planning, CERTIFIED FINANCIAL PLANNER, enrolled in an MBA with a finance concentration.

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