Dawson’s responsibilities as a planning associate include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.
Education
Virginia Polytechnic Institute and State University, B.S., Finance, CFP® Certification Education Option
Read more about Dawson
What sparked your interest in financial planning? What fuels you every day in your work?
Financial planning is not a static career. Rules change, relationships develop, and strategies improve. I look forward to a lifetime of learning and educating.
When you retire, you’re going to…?
“Out where the handclasp’s a little stronger, out where the smile dwells a little longer.” The West – to buy a ranch on a river, or a lake house with my childhood best friends.
Where did you grow up? Where do you live now?
I grew up in a small town in Southern Maryland on the Patuxent River where I grew to love being outdoors and on the water. Most places of significance were at least forty minutes away. I now live in Charlotte, NC (Dilworth) where my commute to work is a mere six minutes.
What’s the best career advice you ever got?
Be hard on yourself and supportive of others.