Dawn provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Dawn uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Dawn monitors its performance on an ongoing basis, and makes any adjustments as needed.

Dawn has been with Webster Bank for 24 years and has 18 years of experience in investment services, specializing in retirement planning. She is a member of LPL Financial’s Directors Club, a distinction given by LPL Financial to top advisors based on their annual production compared to more than 14,000 registered LPL advisors nationwide. This award reflects Dawn’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals. In 2018 and 2019 Dawn was chosen as a Five Star Wealth Manager.* Dawn has been with Webster Bank since 1995 and has a Bachelor of Science degree in Marketing.

Dawn’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66, LIFE & HEALTH

* This award is based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 & 2019 Five Star Wealth Managers.