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JOE DILLON, CFP®, CLU®

Managing Director, Retirement Plan Solutions


984-202-2802

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Joe leads Curi Capital’s retirement plan solutions business, with a focus on retirement plan consulting, investment management, and financial wellness for the firm’s institutional clients.

Joe serves as a board member at Children's Flight of Hope, a non-profit that provides air transportation for critically ill children. He chairs the committee for their annual Triangle Hops for Hope fundraiser.

Prior to joining Curi Capital, he was an Investment Strategist and Relationship Manager with CAPTRUST Financial Advisors. During his time there, he helped employers evaluate their retirement plan's investments, service providers, and other products and services offered to them and their employees. Joe earned a BA in Political Science and International Relations from Ohio University.

Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.