60 Bell Rock Plaza
Wealth Advisor | Partner
Dawna is originally from South Orange County, California. She has worked in the financial services industry since 1994. She started her career at Fidelity National Title in Irvine, California. There she specialized in facilitating 1031 Exchange property transactions. She also majored in Business Administration at University of Phoenix. It was during this time in her life that Dawna learned she loves helping people and became passionate about helping clients with their unique financial needs.
In 2005, Dawna moved to Northern Arizona. She has three wonderful daughters and three adorable grandchildren (so far) with her husband Michael. They all enjoy boating at Lake Powell, skiing, camping, off-roading and hiking with their dogs.
In 2009 Dawna joined JP Morgan Chase in the Village of Oak Creek and for almost 7 years she enjoyed serving her clients there. In 2016 she left her position as Private Client Advisor as she found the flexibility, independence, and unbiased support she now has as a Wealth Advisor with Stratos Wealth Partners. Dawna holds the Series 7 and 63 registrations through LPL Financial and holds the Series 65 registration through Stratos Wealth Partners Ltd. She also holds her life insurance license through the state of Arizona.
Dawna takes a holistic approach toward total wealth management. Her focus is on Retirement, Investments, Risk Management, Insurance, Trusts and Estate Planning. By truly listening and taking a personal interest in her client’s needs, she gets to know each client’s goals and desires and designs a custom plan around them.
Dawna strongly believes that to provide quality advice about a client's finances requires a comprehensive approach. Managing investments must include considering a client's tax strategy, risk tolerance and time horizon. With a client-focused, comprehensive plan in place and regular reviews, Dawna strives each day to work one on one with her clients to help them achieve their financial goals. She is grateful to all those who entrust her with personal details of their finances and who allow her to make a career of being their trusted family advisor.
Client Relationship Manager
As Client Relationship Manager for Stratos Sedona/Flagstaff, Jessica Borum is a key client contact person regarding accounts, general questions, and more. Jessica supports Dawna in a variety of administrative, operational, and client service responsibilities. Prior to joining Dawna’s team, she served as Branch Operations Manager for the Stratos Scottsdale office.
When Jessica is not in the Southwest working from the Scottsdale office, she works remotely from her mini-farm in the Pacific Northwest. During her free time, she spends her time visiting with her three children, reading, kayaking, and hiking the beautiful backcountry of Washington.
Bobbie Meola is Managing Partner of Arizona at Stratos Wealth Partners and works out of the firm’s Scottsdale, Arizona office. Stratos Wealth Partners is a partner-run wealth and financial management firm that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of over 215 distinguished, experienced financial services practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. In her current position, Bobbie is responsible for the hiring, development and coaching of the firm’s expanding number of affiliated advisors in the state of Arizona.
Bobbie has over 36 years of experience in the financial services industry and is dedicated to pursuing profitability and delivering outstanding customer service. Prior to joining Stratos Wealth Partners, she served as Senior Vice President – Investments & Complex Manager at Wells Fargo Advisors in the San Diego, Scottsdale and Phoenix markets. She held a similar position at Smith Barney for nearly fifteen years.
Bobbie has been continually recognized for her strong interpersonal relationships and is regularly invited to speak at national, regional and local conferences and workshops. She holds the Series 8, 7, 3, 63 registrations with LPL Financial and the Series 65 registration with Stratos Wealth Partners, LLC. She also maintains Arizona Life, Health and Disability Insurance licenses.
Bobbie has three children, one grandchild and has been with her fiancé/life partner, Kevin for over 17 years. Bobbie lives in Scottsdale, Arizona.
As an Administrative Assistant for Stratos Wealth Partners, I am here to field your questions about account opening, scheduling a review, fund transfers and any of the myriad of questions that arise regarding the day-to-day function of your account(s).
I am a mid-western girl at heart having been born in Omaha, NE. I attended the University of Arizona where I completed my B.A. in Family Consumer Resources. Later, I attended The University of Illinois, Chicago for my Masters in Social Work.
What free time I have is spent with my children and their numerous activities.
Director, Retail Operations
Tyler Dobbins joined Stratos Wealth Partners in August 2017 after transitioning from LPL Financial’s home office in Charlotte, NC. He is the Director of Retail Operations in the Scottsdale, AZ Office. Tyler started in 2011 at LPL as a Technical Support Specialist and in 2012, transitioned to the service side of LPL’s home office as a Service Integration Consultant.
Tyler grew up in Western, NC. He now lives in Scottsdale, AZ with his two sons. Tyler loves spending time with his family and friends. He enjoys Clemson football, skiing, racing, traveling, music, arts, cooking, and weight training in his spare time.
Tyler excels in remotely supporting Dawna Westberg-Welch by ensuring clients receive exceptional service.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the future. After years in the business, we strive to provide education to our clients in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.