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Dillion T

Series 66

Chicago, IL

Valic Financial Advisors

Dillion Thoms is a financial advisor at VALIC Financial Advisors with a Series 66 designation and four years of industry experience. He has worked at VALIC Financial Advisors since 2021 and has additional experience with AGIA and FSR Services. Thoms has also been involved with non-securities insurance products through his role at AGIA. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts using Envestnet’s platform, managing approximately $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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