Dawn has more than three decades of experience in the financial services industry, including retail banking, retirement planning, and insurance. Dawn holds the FINRA Series 6, 7, 24, 63, and 66 securities registrations. She is also licensed in the lines of life, health, and accident insurance. Dawn is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Dawn has a BS in business administration from Southern New Hampshire University and a graduate-level certificate in Financial Planning from Boston University.
Since 2006, Dawn has owned and operated her own practice, which is located in Beverly, Massachusetts, where she grew up. Her clients are individuals, families, and small businesses. She is certified in long-term care, holding the CLTC® designation, and holds the Accredited Investment Fiduciary (AIF®) designation. As an AIF® designee, she is committed to putting the client's interests ahead of her own.
I am a native of Beverly, Massachusetts; my family has been in Beverly for five generations. I operate my business with the same values that built my hometown: integrity, honesty, sincerity, and hard work. I believe in treating people how I would like to be treated and hold myself to very high standards of client service and satisfaction. I chose to partner with Commonwealth Financial Network® because the brand represents the same attributes that I always strive to uphold.
I do not look at what I do as simply enhancing a client's bottom line; it is so much more than that. My goal is to empower my clients with the knowledge and confidence to make informed decisions about their investments and financial plan. I strive to enhance the quality of their lives now and in the future.
My passion is financial literacy. I see myself as a coach and a teacher as much as a financial consultant. I use clear, plain language to ensure that my clients understand the options I present, and will happily take the time to explain the details to give my clients comfort when they are making decisions about their financial lives.
Everyone deserves to be respected, informed, and heard. My clients should not expect anything less. I strive to be down-to-earth, friendly, and a good listener. I have been in the business for a long time, and I have encountered a mix of different attitudes and market cycles. I can offer a perspective that will help to keep you on an even keel through the ups and downs.
I understand that investing is more than just a numbers game. There's emotion involved. People assign different values to money and approach investing for many different reasons. The so-called “best” investments aren't necessarily the best for everyone. It's essential that I get to know you. I will ask you a lot of questions so that I can learn about you as a person, and your financial plan will be very specific to you.
I practice time-tested financial approaches and I follow prudent financial principles. No gimmicks, no games, just professional financial guidance that can help you overcome obstacles to enjoying the success that you have earned. As your needs or financial picture changes, I will work with you to adjust your course of action accordingly.