Eileen B Dillon

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Morgan Stanley
  Tampa, FL
• 01/2025 → 06/2025
  Liberty Mutual
  St. Petersburg, FL
• 07/2024 → 12/2024
  Unemployed Due To Bereavement
  St. Petersburg, FL
• 03/2024 → 06/2024
  Willis Tower Watson Tranzact
  Tampa, FL
• 08/2021 → 03/2024
  Cigna Healthcare
  St. Petersburg, FL
• 04/2021 → 08/2021
  Quotemanage
  St. Petersburg, FL
• 06/2020 → 04/2021
  Us Federal Contractor Registration
  St. Petersburg, FL
• 12/2019 → 06/2020
  Ensurem
  Clearwater, FL
• 06/2019 → 12/2019
  Us Health Advisors
  St. Petersburg, FL
• 08/2015 → 05/2019
  Tranzact (Now Willis Tower Watson)
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-09-19

Other Names

• Eileen Dillon