Dylan Habeeb is a seasoned financial professional with over 14 years of experience in the financial planning industry, currently serving as the Director of Financial Planning and Chief Operating Officer at Sconset Wealth Management, a branch of Northwestern Mutual. In this multifaceted role, Dylan leverages...
Dylan Habeeb is a seasoned financial professional with over 14 years of experience in the financial planning industry, currently serving as the Director of Financial Planning and Chief Operating Officer at Sconset Wealth Management, a branch of Northwestern Mutual. In this multifaceted role, Dylan leverages his extensive expertise in strategic financial planning to guide clients through complex financial landscapes, ensuring they achieve their long-term goals. His background as an Associate Wealth Management Advisor and Financial Advisor equips him with a unique perspective on client needs, enabling him to craft tailored financial strategies that encompass life insurance, retirement planning, and long-term care insurance.
Dylan is particularly adept at analyzing and implementing Business-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI) solutions, which are critical for businesses looking to optimize their financial resources and enhance employee benefits. His analytical skills are complemented by a strong foundation in underwriting and deferred compensation strategies, allowing him to provide comprehensive advice that aligns with both individual and corporate objectives.
At Sconset Wealth Management, Dylan is currently spearheading key projects that focus on enhancing customer service and operational efficiency. His commitment to delivering exceptional client experiences is evident in his hands-on approach to financial analysis and business analytics, ensuring that every client receives personalized attention and expert guidance. As a leader in the financial planning sector, Dylan continues to drive innovation and excellence, positioning Sconset Wealth Management as a trusted partner in navigating the complexities of wealth management.
