Dawn places an emphasis on creating long-lasting relationships with her clients so they can pursue their life and financial goals with knowledge and confidence. She is sincere and passionate – and deeply people-focused in her approach.
She works to be a true partner in her clients’ lives, assisting them with their investments, questions, concerns for the future and greatest aspirations with a singular commitment to their well-being. This client-first commitment is what initially drew her to Raymond James nearly a decade ago, where she has continued to build her practice and her career with the freedom to guide her clients as their independent advocate.
Dawn has lived her life in Central and Western New York – living currently in Hamburg – and earned her bachelor’s degree in business management and economics from State University of New York Empire State College. Outside of her work, she contributes to the betterment of her community as a member of the Neighborhood Health Center Board of Directors, where she also serves on its finance committee. In the past, she has been a member of the Entrepreneurial Women Board of Directors and was a 2011 Medal of Honor recipient from Hilbert College.
The Dominican Republic is another important place in her life. She has coordinated 10 airlift operations of humanitarian supplies to the Dominican Republic, where she regularly visits for medical and educational missions.
Outside of her career and volunteer work, Dawn enjoys her time enjoying the world and its blessings alongside her husband, William, and their son, John.
Raymond James is not affiliated with any of the companies mentioned.