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Bringing together different perspectives, life experiences and areas of expertise creates a synergy that serves our clients well.
Dawn Chagouris

Dawn Chagouris
Registered Client Service Associate

Dawn provides comprehensive administrative assistance to our team and our clients. As one of our clients, Dawn will assist you in making your onboarding process as easy and seamless as possible. For over a decade, Dawn has assisted clients with their individual needs and expectations. With extensive expertise in client management and support, Dawn has dedicated her career to delivering personal and confidential services that our clients expect and deserve.

After working in telecommunications for 18 years, Dawn set forth on a new course in the financial industry in 2008. She successfully obtained her Series 7 and 66 examinations while employed with Smith Barney and joined the Raymond James & Associates team in 2018. Dawn currently facilitates administrative duties, customer account inquiries, and day to day daily operations. Respecting the importance of continuing her knowledge of the Financial Services industry, Dawn participates in firm and industry training on a regular basis.

_______ β€œAll intelligent investing is value investing -- acquiring more than you are paying for.” – Charlie Munger –
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