Dillon Walker
My Mission Statement
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
About Dillon Walker
Dillon Walker is a Financial Advisor with The Hanes Haber Group at Morgan Stanley. With a focus on Alternative Investments, he helps the team's qualified clients diversify their assets and strives to financially preserve their assets.
A graduate of Marist College with a degree in Business Administration and Finance, Dillon began his career as a Business Analyst with Wheelhouse Analytics in 2014. Two years later, he joined Morgan Stanley's Consulting Group and later made the transition into wealth management as a Financial Advisor with The Hanes Haber Group at Citibank. In 2021, the team came on board with Morgan Stanley in an effort to offer their clients a world-class suite of resources and investment platforms.
For the team's clients, Dillon primarily focuses on leveraging Morgan Stanley's robust Alternative Investments platform as a part of The Hanes Haber Group's Investment Committee. Because no two clients have the same situation, they'll need a distinctive investment strategy to help them achieve those objectives –– whether for their retirement, family, or legacy. Utilizing the Firm's robust platforms, Dillon helps clients develop an intensively-customized approach, leveraging a wide array of investment opportunities beyond traditional stocks and helping them to diversify with non-market-correlated investments.
Outside the office, Dillon lives in Manhattan's Greenwich Village neighborhood. In his free time, he enjoys cooking, golf, reading, and exploring New York City. A Division 1 Lacrosse player in college, he remains quite active and is now an avid runner.
Diversification does not guarantee a profit or protect against loss in a declining financial market.
NMLS#: 1857270
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
