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
Giving Back
Modera Takes to the Green for a Good Cause
Dawson Fielding, Zachary Palmer, Shane Pouliot, and Erica Yount of Modera’s Charlotte Office took to the green for a charity outing, the 2021 Rollin’ Hornets Golf Classic. The proceeds help pay for the many travel and equipment expenses incurred throughout the Charlotte Rollin’ Hornets Wheelchair Basketball season. The mission of the Rollin’ Hornets is to promote independence for both children and adults with physical disabilities and provide opportunities to pursue active, healthy lifestyles in adaptive sports. It was an honor to support this great organization. To learn more about the Charlotte Rollin’ Hornets visit their website at: http://RollinHornets.org
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.
Dawson’s Insights
How I Organize My Money
Some of you may be wondering what financial guidance to provide your children who are graduating college or starting their working careers. I use the information below for personal reference and I thought you might find it useful. I pay attention to my budget and organize my money by waterfalling it into different “buckets”