Dylan Abrams

About Dylan Abrams

Dylan serves as a Registered Wealth Management Client Associate with the MCNW Group. He spends significant time with clients, helping refine their wealth-management plans relative to their investment goals, retirement horizons, lifestyle needs, and legacy intentions while working with the Advisors on the team. Quantitatively skilled, Dylan is adept at analyzing multiple aspects of client wealth to discern a more efficient path to each person\'s priorities, including scenario-based analysis and account structuring. Clients look to Dylan as a capable problem-solver who is resolute in his efforts to unwind the complexities of significant wealth while working with the Advisors on the team. Thorough by nature, he helps to implement the team\'s custom financial strategies, spearheads team projects, and supports the client-review process by aggregating multiple variables to assess progress toward long-term objectives. Dylan joined Merrill in 2019 and has worked with the team since 2020. He earned his B.B.A. in Finance with a minor in Business Economics from Washington State University. Committed to professional excellence, Dylan holds the Chartered Retirement Planning Counselor™ designation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

1. Registered Wealth Management Client Associate, Assistant Vice President

   Merrill Lynch

   Jan 2022 — Present

Education

• Washington State University

  Bachelor's Degree

  2014 — 2018