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Dylan C. Gardner

Planning Associate

Dylan joined the Clearstead Private Client Group in 2021. As a Planning Associate, Dylan provides analytical support for high-net-worth clients in all aspects of tax, financial planning, and investment management.

Prior to joining Clearstead, Dylan worked at a national public accounting firm specializing in taxation. Dylan earned his BA in Accounting at the University of Mount Union. Dylan is currently pursuing the CPA certification.

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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