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 Planner™, our team is here to help make planning for your retirement and financial future an enjoyable, worry-free experience. For more than 25 years we have served as partners to our clients; offering them financial expertise and personal counsel. Our relationship with Raymond James of greater than 20 years has allowed us to draw on the firm’s strength and resources to provide steadfast support.
Patricia B. Beckwith, CFP®
Patti has been with Raymond James Financial Services, Inc for over two decades. She became a Certified Financial Planner™ in 1994, in addition to holding her Series 7, 63, 65, 9 and 10 licenses. Patti’s holistic approach to financial planning allows her to offer her clients a comprehensive understanding regarding:
- Current financial situation
- Future expectations and goals
- Strategies on how to implement those goals
Patti’s effectiveness helping others has had a carryover effect into other areas of her life. Patti has been:
- Past President of Essex County Estate Planning Council
- Chair of the Board Girl Scouts of Spar & Spindle Council 2005-2007
- President of Kiwanis Club of Beverly 1998-1999
Dawn M. Cobak
Registered Principal, RJFS
Registered Sales Assistant
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.
Dawn is very active in organizations involving Autism fundraising, special education advocacy and parent advocacy training. In 2008 she 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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