Dylan Potter (CFP®)

Dylan Potter focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Additional Information

Dylan is focused on helping clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities. Prior to joining Howe & Rusling, Dylan served as an Army Ranger, serving multiple tours of duty in Afghanistan and Iraq. Dylan holds a degree in American History from the United States Military Academy at West Point. He completed his CFA Level I in 2021 and is currently a candidate in the CFA Level II curriculum. Dylan serves on the board of the Veterans Outreach Center.

NAPFA Start Date

April 19, 2022


This Office

120 East Ave Rochester, NY 14604-2551 Phone: (585) 325-4140