Steven Dawson

CFP®, CPWA®
Branch Manager, Dawson Private Wealth
Financial Advisor, RJFS

Education

  • B.S. in Speech Communications, Texas A&M University Commerce
  • M.S. in Managerial Economics, Texas A&M University Commerce
  • The College for Financial Planning
  • Licenses Held: Series 7, Series 66, Group 1, Series 9, Series 10
  • Certified Private Wealth Advisor® Analyst
  • Certifications: Certified Financial Planner® professional
  • Advisory Committee, The Assistance League of Greater Collin County
  • Adjunct Professor: Texas A&M University Commerce
  • Foundation Board: East Texas A&M University
  • Consultant, Under 1 Roof
  • International Speaker

I have been working in the financial industry since 2008. I have been married to my wife Jalauna since September 2004 and we have 3 children - Carter, Seth, and Solomon. Seth and Solomon enjoy playing football. Seth plays trumpet in the school band. Carter is enjoying choir at school.  I love reading with my sons and binge-watching episodes of Dragon Ball Z with them. I enjoy reading or watching programs about astrophysics by Dr. Neil DeGrasse Tyson. I love being a husband and father to my wife and children. I also enjoy international travel, writing financial articles, studying the Bible, volunteering for various non-profits, sharing the gospel of Jesus Christ and spending time outdoors with my family.

My WHY

“What does it profit a man to profit the world and lose his soul.” Mark 8:36

My ultimate purpose for spending too much of my energy doing anything is to bring glory to Jesus Christ. I view myself as more of a steward of Dawson Private Wealth and God as the true owner. My staff and I enjoy serving people and providing a quality service to our community. I honestly believe in telling people what they need to hear and not necessarily what they want to hear. I believe that it shouldn’t take several days or weeks to get a call back from your financial advisor. As a result, my office prides itself not solely on helping to ensure clients reach their financial goals but also on the quality of service we deliver to them along the way. We believe that our commitment to excellent service and sound advice is a much needed and powerful value proposition to offer the public.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.