About Dawn
Dawn’s primary responsibility is to manage client relationships and enhance the client experience. She works directly with clients in gathering data and assisting the wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for her clients. She also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Dawn has over 25 years of financial service industry experience. She joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. She became a member of the Briggs team in 2007 and served as one of the firm’s associate wealth advisors. She is a registered paraplanner, as well as an investment advisor representative. Prior to joining Briggs, she worked for 12 years at a mutual fund company in the fund administration department.
Dawn received her Bachelor of Arts in psychology from Rhode Island College. In her spare time, she enjoys saltwater fishing, and she is president of the Rhode Island Saltwater Anglers Association.
Dawn’s primary responsibility is to manage client relationships and enhance the client experience. She works directly with clients in gathering data and assisting the wealth advisors in preparing tax-optimized, goal-focused, planning-driven solutions for her clients. She also reviews and monitors clients' investment portfolios to ensure they remain in accordance with their stated investment strategies.
Dawn has over 25 years of financial service industry experience. She joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. She became a member of the Briggs team in 2007 and served as one of the firm’s associate wealth advisors. She is a registered paraplanner, as well as an investment advisor representative. Prior to joining Briggs, she worked for 12 years at a mutual fund company in the fund administration department.
Dawn received her Bachelor of Arts in psychology from Rhode Island College. In her spare time, she enjoys saltwater fishing, and she is president of the Rhode Island Saltwater Anglers Association.