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

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This Office

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