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Chief Financial Officer · The Pacific Financial Group, Inc.

Yvonne J. Dildine

CRD 5758161 · Named on Form ADV at 2 SEC-registered advisers

At a glance

The Pacific Financial Group, Inc., an SEC-registered wealth manager based in Nashville, TN with $5.1 billion in regulatory assets, lists Yvonne J. Dildine on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Yvonne at 1 other registered adviser.

Firms and roles

AtlasMembers

Yvonne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Megan M. MeadeManaging Member and Chief Executive Officer, The Pacific Financial Group, Inc.
  • Richard R. LavinChief Legal Officer (12/2025) and Chief Compliance Officer (03/2026), The Pacific Financial Group, Inc.
  • David L. RossPresident, The Pacific Financial Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yvonne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.