Throughout her 11 year career in financial services, Dawn has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner. Dawn is an integral part of helping ensure that we maintain the high level of service we provide to our clients.
Dawn enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive a high level of attention and support. A key trait of Dawn's is her loyalty, she cares deeply about her service to others.
Dawn manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with CenterPoint Wealth Planning easy and effortless for our clients.
Before building her career in Financial Services, Dawn received a Paralegal associate degree and worked in the law field for a number of years. Dawn has now been with Raymond James for 11 years and with our team at CenterPoint Wealth Planning since our beginning, bringing with her all of her knowledge of the Raymond James system as well as her skills in customer service.
Dawn has lived in Sioux Falls with her husband, Sam, for 18 years. She and Sam have 2 adult children and 4 grandchildren. When not in the office she enjoys puzzles, reading, and spending time with her grandchildren!
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.