Get to know Dylan Warfield

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Dylan Warfield

Wealth Management Advisor & Wealth Advisor

Dylan became interested in the financial world when his age was in the single digits. He recalls conversations with his mother during their traditional Wednesday breakfasts before school, including questions such as “What is a credit card?” and “How do you know how much to tip the waitress?” At 10 years old, he went to his neighbors’ homes once a week to collect aluminum cans, which he took to the scrap yard to help fund his college education.

Today, Dylan applies the values of hard work, financial discipline and patience instilled in him at a young age to better serve his clients. He takes pride in his ability to listen to them and understand their needs and goals so he can help effectively assist them in attaining the lifestyle they envision.

Dylan has passed the Series 7 and 66 securities exams and holds his life, accident and health insurance license. He has obtained his Accredited Investment Fiduciary (AIF®) designation. Dylan has a bachelor’s degree in finance from Pennsylvania State University.

Dylan resides in Harrisburg with his wife, Samantha, and their 8-year-old son, Brayden. He enjoys golfing, skiing, bowling and spending time with his family.