Dillon Burdette

Dillon Burdette

Founding Partner, Vice President

Dillon was raised in North Carolina, just outside of Charlotte in small town called Harrisburg. He is a graduate of Hickory Ridge High School, where he played football and basketball. After college, he continued his studies and athletic career at North Carolina State University. At NC State, he earned a bachelor’s degree in Entrepreneurship and in Accounting in 2015 while playing football from 2011-2012. Inspired by his father’s struggle during the financial crisis during 2007-2009, he choose to become a Financial Advisor to help others avoid the common pitfalls Americans face, while working with his clients to see them achieve financial success.

 

Dillon started his career in 2014 as a Financial Advisor with Equitable Advisors in Raleigh, NC. From his time in school, he quickly recognized the growth and opportunities in the triangle area and decided to begin his practice in Raleigh. He focuses on working with families and business owners in the triangle area and Eastern NC, helping them position themselves to address their financial goals and implementing the actionable steps for success through a financial planning process. In both 2017 and 2018, Dillon was recognized by Equitable Advisors as the top new Financial Advisor in Raleigh. This recognition was based on his practice’s reputation of high quality client service and the size of his practice.

 

Beginning in 2017, he focused on building a team of advisors that serves the southeastern United States using the same financial planning process and systems that he uses with his clients. Now he personally hires, trains, and develops new incoming advisors on how to become successful. He has taken the principles learned from experience, school, and sports and applied them to his business and team. He is known for his competitive drive, work ethic, passion, and team first mentality.

 

When not working, Dillon enjoys spending time with friends and playing basketball. He has coached various youth sports teams, and volunteers his time at several different charitable organizations every year.


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Oakbridge Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.