Dylan Truance-Lewis, CERTIFIED FINANCIAL PLANNER®

Dylan joined the Fratarcangeli Wealth Management team as an intern in February of 2021. With a desire to learn from his mentors and an unwavering pursuit of knowledge, he transitioned into his current role as a Registered Relationship Manager and holds both the Series 7 & 66 Securities Registrations.
Through the Fratarcangeli Internship Program, he learned how to combine teamwork, attention to detail, and urgency to provide the best possible client experience. He works on business development with our team, including data analysis and equity research, while assisting the managing principal with client relationships as well as hands on client reviews with the growing relationships he is now overseeing.
Dylan is also part of the supervision and training in the Fratarcangeli Wealth Management intern program, guiding current interns in developing the skills necessary to service the financial needs of clients. He utilizes hands-on instruction and leverages his experience to give interns the foundational skills needed for their future endeavors in the financial services industry.
Prior to joining the team full-time, Dylan was an honors student at Oakland University, where he received his Bachelor of Science in Business Administration, double majoring in Finance and Accounting, as well as minoring in Spanish. Throughout his time at Oakland, Dylan was an active member within the Financial Management Association as well as the Center for Multicultural Initiatives. Dylan has a passion for creating memorable experiences and is always willing to try something new. In his free time, he enjoys cooking, exercising, and good movies.