
Dylan B. Grocer
Managing Associate | Financial Advisor
Impacting Leading Professionals | Optimizing Your Financial World
Dylan Grocer is a Managing Associate and Financial Advisor at The Bulfinch Group. Born in Boston and attended the University of New Hampshire where he earned a B.S. in Business Administration with a focus in finance and management. Personal finance is not a topic of discussion in a normal four-year degree. Dylan has uncovered a specialized way to coach and implements financial topics into the lives of his professional colleagues, e.g., Health Care Workers, Engineers, Computer Scientists, and especially anyone working a trade.
Today, Dylan works closely with these professionals to develop and achieve mid and long-term financial goals. Through this process, clients gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations.
From a young age, Dylan has always had a strong interest in the stock market and enjoys learning about finances and investments. Dylan's primary focus is on asset protection and wealth accumulation strategies – his personal goal is to help take the financial pressure off of his clients so they can enjoy their life to the fullest; ideally, Dylan wants his clients to be worry-free and have a sound understanding of their financial plan.
When Dylan is not working, you will find him spending time with close friends, enjoying the water, and traveling. Dylan spent a semester abroad junior year of college in Australia and caught the travel bug. He also enjoys skiing, boating, golfing and fishing.
Today, Dylan works closely with these professionals to develop and achieve mid and long-term financial goals. Through this process, clients gain a comprehensive understanding of their overall financial picture and can focus on strategies that fit with their goals and future aspirations.
From a young age, Dylan has always had a strong interest in the stock market and enjoys learning about finances and investments. Dylan's primary focus is on asset protection and wealth accumulation strategies – his personal goal is to help take the financial pressure off of his clients so they can enjoy their life to the fullest; ideally, Dylan wants his clients to be worry-free and have a sound understanding of their financial plan.
When Dylan is not working, you will find him spending time with close friends, enjoying the water, and traveling. Dylan spent a semester abroad junior year of college in Australia and caught the travel bug. He also enjoys skiing, boating, golfing and fishing.
Professional Accomplishments:
- Guardian's Client Builder Diamond Award - 2020
Registered Representative and Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4077200; FL Insurance License #W686186.