60 Bell Rock Plaza,
Dawna is originally from Southern 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.
Dawna moved to the Sedona Arizona area in 2005. She has three wonderful daughters together with her husband. She and her family enjoy skiing, camping, sports, horseback riding, off-roading and hiking with their dogs.
In 2009 Dawna joined JP Morgan Chase and for almost seven years she has enjoyed serving the Sedona Community. In 2016 she found the flexibility, independence and objective support she now has as a Wealth Advisor and Partner of 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 AZ.
Dawna takes a holistic approach toward total wealth management. Her focus is on Retirement, Investments, Risk Management, Insurance, Trusts(1) and Estate Planning. By truly listening and taking a personal interest in her clients’ 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 in order to help them pursue 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.
(1) LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.