About Us
Building a partnership in pursuit of your success
Partnership is the foundation of the work we do. There is a significant amount of trust behind choosing an individual to assist in reaching your retirement or all-around financial goals. Whether you are looking for a retirement planner or certified financial advisor, our team is here to help make planning for your retirement and financial future an enjoyable, worry-free experience. For more than 26 years, we have served as partners to our clients of Danvers, Beverly, Lynnfield, Topsfield, Boxford, Boston, and surrounding communities, offering them financial expertise and personal counsel. And for the last 20 years, our own relationship with Raymond James has allowed us to draw on the firm’s strength and resources to provide steadfast support.
Your Partners
Patricia B. Beckwith, CFP®
Branch Manager
patricia.beckwith@raymondjames.com
Since 1984, Patti has been providing the skill, the experience and the patience necessary to help her clients plan for and lead financially fulfilling lives.
She began her career as a financial advisor with INVEST at Century Bank and Trust and Warren Five Cents Savings Bank before joining with Raymond James in 1990. Patti’s education includes four years at Gordon College in Wenham and extensive professional coursework. She earned her securities license in 1984, her CERTIFIED FINANCIAL PLANNER™ certification in 1994 and her Massachusetts state insurance license in 1995.
Patti is a committed member of her community and currently sits on the board of trustees of Harborlight Montessori School and serves as first vice president of the Essex County Estate Planning Council. Previously, she served as president of the Kiwanis Club of Beverly, president of BNI Danvers and board chair of Girl Scouts of Eastern Massachusetts (formerly Girl Scouts of Spar and Spindle Council).
Born and raised in Massachusetts, Patti currently makes her home in Gloucester. She is a devoted wife to husband Rene R. Gagnon Jr. and a proud mother to daughter Diana W. Beckwith. In her spare time, Patti enjoys fundraising, networking, gardening and boating.
Dawn M. Cobak
Registered Principal
dawn.cobak@raymondjames.com
Dawn strives each day to provide Patti with outstanding support and to provide clients with an experience that exceeds their expectations. She approaches her work with kindness, courtesy and keen attention to detail.
A graduate of Northeastern University, Dawn holds a Bachelor of Science in criminal justice and a Master of Business Administration with a concentration in finance. In 2008, she earned a master-level certificate in behavior analysis from the University of Massachusetts Lowell. Dawn also holds several securities licenses including the Series 7, 24 and 63.
Originally from Middleton, Massachusetts, Dawn currently resides in Beverly with her husband, John, and their two children, Piper and Jake. Jake, who has autism, has inspired Dawn to become very active with autism fundraising organizations, special education advocacy and parent advocacy. She sits on the board of the Beverly Mothers Club and, in 2008, founded For Jake’s Sake to assist families with the cost of needed therapies.
[CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP Flame logos]
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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