Dylan Justice

Dylan Justice Email and Phone Number

Associate Advisor @ KDI Wealth Management
Phoenix, AZ, US
Dylan Justice's Location
Greater Phoenix Area, United States
Dylan Justice's Contact Details

Dylan Justice work email

Dylan Justice personal email

n/a
About Dylan Justice

Licenses: Series SIE, 7, and 66. Accreditations: AIF and CEPA.Securities offered through Kestra Investment Services, LLC, (Kestra IS), member www.FINRA.org / www.SIPC.org Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. KDI Wealth Management and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosuresThis site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). https://www.kestrafinancial.com/disclosuresKDI Wealth Management8901 E Pima Center ParkwayScottsdale, Arizona 85251877-474-4350

Dylan Justice's Current Company Details
KDI Wealth Management

Kdi Wealth Management

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Associate Advisor
Phoenix, AZ, US
Website:
kdiwealth.com
Employees:
12
Dylan Justice Work Experience Details
  • Kdi Wealth Management
    Associate Advisor
    Kdi Wealth Management
    Phoenix, Az, Us
    View
  • Kdi Wealth Management
    Licensed Service Advisor
    Kdi Wealth Management May 2024 - Present
    Scottsdale, Arizona, United States
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  • Kdi Wealth Management
    Client Services Associate
    Kdi Wealth Management Sep 2022 - May 2024
    Scottsdale, Arizona, United States
    • Meet with clients to complete paperwork; ensure all required forms are completed fully and accurately. • Generate reports, such as position statements, for advisor’s meetings with clients.
    View
  • First Guaranty Mortgage Corporation®
    Licensed Loan Officer Assistant
    First Guaranty Mortgage Corporation® May 2022 - Oct 2022
    Tempe, Arizona, United States
    -Assist Loan Officer in preparing preliminary loan packages for processing by obtaining missing documentation and other information from customers-Utilizes information gathered by the Mortgage Loan Originator to prequalify customers-Maintain customer database and operate CRM for organized lead contact
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  • Bass Pro Shops
    Fishing Outfitter
    Bass Pro Shops Jul 2020 - Oct 2022
    -Used vast knowledge of products and problem solving skills to identify best products for customers’ specific needs-Created product displays to showcase product and increase sales
    View
  • Guaranteed Rate Affinity
    Business Development Coordinator
    Guaranteed Rate Affinity Jun 2021 - May 2022
    -Support two Vice President(s) of Mortgage Lending to increase production, efficiency, and quality of work through marketing support, business plan and referral partner strategy, and follow up/communication with current and future lead sources-Database management ensuring proper lead management and data entry-Create marketing materials targeting specific markets to increase the VP’s origination volume -Attend, coordinate, and execute monthly events for Realtor and other partners to increase the VP’s brand and relationship in the community
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  • Islamorada Fish Co
    Cook
    Islamorada Fish Co Oct 2018 - Jul 2020
    Mesa
    -Work on saute and grill stations with an emphasis on cooking seafood and steak to help secure $4,000- $11,000 in sales per day while performing any preparation needed to maintain smooth operation -Awarded Employee of the Quarter for an outstanding work ethic and reliability during first quarter working
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  • Arizona Game And Fish Department
    Summer Intern
    Arizona Game And Fish Department May 2019 - Aug 2019
    Show Low
    -Assisted in the raising of 60K+ rainbow trout to be stocked around the White Mountains in AZ by feeding the fish daily, measuring water quality and treating accordingly, and helping transplant them into lakes and streams with minimal mortalities.-Managed the upkeep of the 800+ acre property performing maintenance on tools, equipment, and the property itself using numerous power and fencing tools.
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Dylan Justice Skills

Communication Team Building Teamwork Listening Punctuality Food Preparation Saute Fish Seafood Customer Service

Dylan Justice Education Details

Frequently Asked Questions about Dylan Justice

What company does Dylan Justice work for?

Dylan Justice works for Kdi Wealth Management

What is Dylan Justice's role at the current company?

Dylan Justice's current role is Associate Advisor.

What is Dylan Justice's email address?

Dylan Justice's email address is dy****@****ate.com

What schools did Dylan Justice attend?

Dylan Justice attended Arizona State University - W. P. Carey School Of Business, Payson High School.

What skills is Dylan Justice known for?

Dylan Justice has skills like Communication, Team Building, Teamwork, Listening, Punctuality, Food Preparation, Saute, Fish, Seafood, Customer Service.

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